+53.9%
AVR vs VT
+35.8%
+18.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -3.8% |
| 7D | +2.0% | +1.0% | +1.0% | +0.3% |
| 30D | -3.3% | -0.2% | -3.0% | -2.9% |
| 3M | -7.7% | +4.5% | -12.3% | -15.1% |
| 6M | +39.0% | +14.1% | +25.0% | +8.0% |
| YTD | +72.7% | +14.8% | +58.0% | +31.0% |
| 1Y | +85.8% | +21.2% | +64.6% | +26.9% |
| All | +53.9% | +35.8% | +18.1% | -21.2% |
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