+791.7%
AVNT vs VT
+363.9%
+427.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.7% | +9.0% | +8.2% |
| 7D | +13.4% | -0.3% | +13.7% | +14.1% |
| 30D | +15.0% | -1.4% | +16.5% | +17.4% |
| 3M | +26.2% | -1.4% | +27.6% | +28.8% |
| 6M | +36.3% | +5.5% | +30.8% | +26.5% |
| YTD | +56.6% | +12.8% | +43.8% | +32.0% |
| 1Y | +57.8% | +15.4% | +42.3% | +28.7% |
| 3Y | +53.1% | +76.9% | -23.8% | -29.8% |
| 5Y | -5.2% | +60.4% | -65.6% | -48.4% |
| 10Y | +106.5% | +232.8% | -126.3% | -54.9% |
| All | +791.7% | +363.9% | +427.8% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling