+1.8%
AVO vs VT
+126.4%
-124.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.7% | +0.4% | -1.2% | -1.0% |
| 30D | +4.4% | +1.0% | +3.4% | +3.7% |
| 3M | +19.4% | +2.4% | +17.0% | +17.4% |
| 6M | -11.3% | +12.0% | -23.3% | -17.8% |
| YTD | +9.3% | +15.3% | -6.0% | -0.7% |
| 1Y | +1.8% | +22.6% | -20.7% | -11.3% |
| 3Y | +36.9% | +74.7% | -37.7% | -6.2% |
| 5Y | -37.2% | +66.1% | -103.3% | -55.3% |
| All | +1.8% | +126.4% | -124.5% | -36.2% |
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