+46.8%
AVO vs VT
+78.4%
-31.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.6% |
| 7D | +5.1% | -0.1% | +5.2% | +5.1% |
| 30D | +2.1% | -0.7% | +2.7% | +2.4% |
| 3M | +23.5% | +4.0% | +19.5% | +20.3% |
| 6M | -2.2% | +12.3% | -14.5% | -9.2% |
| YTD | +15.7% | +14.0% | +1.7% | +6.0% |
| 1Y | +2.6% | +20.3% | -17.7% | -9.7% |
| All | +46.8% | +78.4% | -31.6% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling