-42.6%
AVO vs VT
+59.8%
-102.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.3% |
| 7D | +0.6% | -0.7% | +1.3% | +1.0% |
| 30D | +1.9% | -1.7% | +3.7% | +2.9% |
| 3M | -8.7% | -2.3% | -6.4% | -7.6% |
| 6M | -7.4% | +1.5% | -8.9% | -8.7% |
| YTD | +1.6% | +12.0% | -10.5% | -6.0% |
| 1Y | -7.0% | +12.9% | -19.8% | -14.3% |
| 3Y | +33.0% | +74.9% | -42.0% | -8.1% |
| 5Y | -42.6% | +59.9% | -102.5% | -57.5% |
| All | -42.6% | +59.8% | -102.3% | -57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling