+11.0%
AVRE vs VT
+62.8%
-51.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +1.6% | -2.3% | +3.9% | +3.2% |
| 30D | +6.8% | -5.0% | +11.8% | +10.6% |
| 3M | -2.5% | -4.9% | +2.4% | +0.8% |
| 6M | -1.0% | -1.5% | +0.5% | -0.5% |
| YTD | +9.5% | +8.5% | +1.0% | +2.2% |
| 1Y | +10.0% | +11.4% | -1.3% | +0.7% |
| 3Y | +37.1% | +70.1% | -32.9% | -11.4% |
| 5Y | +3.5% | +53.7% | -50.2% | -30.1% |
| All | +11.0% | +62.8% | -51.8% | -26.8% |
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