-3.2%
AVR vs VT
+31.4%
-34.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.3% | -7.2% | -7.0% |
| 7D | -4.7% | +2.4% | -7.1% | -8.4% |
| 30D | -13.4% | -1.5% | -11.9% | -10.5% |
| 3M | -39.3% | -4.1% | -35.2% | -34.2% |
| 6M | -17.0% | +0.6% | -17.6% | -17.8% |
| YTD | +8.6% | +11.0% | -2.4% | -12.2% |
| 1Y | +43.0% | +13.3% | +29.7% | +11.5% |
| All | -3.2% | +31.4% | -34.6% | -47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling