+1.6%
AVR vs VT
+28.4%
-26.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.6% |
| 7D | -9.8% | -2.3% | -7.5% | -5.5% |
| 30D | -16.6% | -5.0% | -11.6% | -8.3% |
| 3M | -31.9% | -4.9% | -27.1% | -25.3% |
| 6M | -11.0% | -1.5% | -9.4% | -8.8% |
| YTD | +14.0% | +8.5% | +5.5% | -4.1% |
| 1Y | +41.2% | +11.4% | +29.8% | +13.0% |
| All | +1.6% | +28.4% | -26.8% | -42.4% |
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