-5.9%
AVO vs VT
+121.5%
-127.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +5.6% |
| 7D | +1.5% | -0.3% | +1.8% | +1.7% |
| 30D | -7.8% | -1.4% | -6.4% | -7.0% |
| 3M | -8.2% | -1.4% | -6.8% | -7.5% |
| 6M | -12.2% | +5.5% | -17.6% | -15.4% |
| YTD | +0.9% | +12.8% | -11.9% | -7.1% |
| 1Y | -0.8% | +15.4% | -16.3% | -10.2% |
| 3Y | +23.9% | +76.9% | -53.0% | -15.9% |
| 5Y | -41.5% | +60.4% | -101.9% | -57.4% |
| All | -5.9% | +121.5% | -127.4% | -40.3% |
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 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