-65.4%
AVS vs VT
+40.2%
-105.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.3% |
| 7D | +3.0% | +0.4% | +2.6% | +3.8% |
| 30D | +16.3% | +1.0% | +15.3% | +18.5% |
| 3M | +12.7% | +2.4% | +10.3% | +19.9% |
| 6M | -19.2% | +12.0% | -31.2% | +3.3% |
| YTD | -12.8% | +15.3% | -28.1% | +18.9% |
| 1Y | -28.4% | +22.6% | -51.0% | +11.7% |
| All | -65.4% | +40.2% | -105.6% | -27.2% |
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 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