+703.3%
AVNT vs VT
+374.2%
+329.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | -2.8% | +0.4% | -3.3% | -3.5% |
| 30D | +14.5% | +1.0% | +13.5% | +13.0% |
| 3M | +28.1% | +2.4% | +25.7% | +23.9% |
| 6M | +10.5% | +12.0% | -1.5% | -5.7% |
| YTD | +41.1% | +15.3% | +25.8% | +15.3% |
| 1Y | +20.1% | +22.6% | -2.5% | -10.0% |
| 3Y | +16.5% | +74.7% | -58.2% | -45.6% |
| 5Y | -0.7% | +66.1% | -66.8% | -48.5% |
| 10Y | +57.4% | +225.0% | -167.6% | -64.5% |
| All | +703.3% | +374.2% | +329.1% | +22.4% |
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