+69.2%
AVPT vs VT
+130.1%
-60.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.9% |
| 7D | -2.1% | -0.7% | -1.4% | -1.6% |
| 30D | +13.6% | -1.7% | +15.3% | +15.1% |
| 3M | +26.0% | -2.3% | +28.4% | +28.3% |
| 6M | +58.1% | +1.5% | +56.6% | +55.6% |
| YTD | +19.2% | +12.0% | +7.1% | +8.4% |
| 1Y | +27.7% | +12.9% | +14.8% | +15.5% |
| 3Y | +102.1% | +74.9% | +27.1% | +34.6% |
| 5Y | +86.0% | +59.9% | +26.0% | +27.2% |
| All | +69.2% | +130.1% | -60.9% | +9.5% |
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 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