+30.8%
AVNV vs VT
+23.4%
+7.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +3.9% | +0.8% | +3.1% | +3.0% |
| 3M | +4.5% | +2.8% | +1.7% | +1.5% |
| 6M | +9.9% | +13.0% | -3.1% | -3.2% |
| YTD | +19.4% | +15.4% | +4.0% | +3.4% |
| All | +30.8% | +23.4% | +7.4% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling