+49.7%
AVSC vs VT
+54.1%
-4.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.2% | +0.6% |
| 7D | -2.8% | -4.2% | +1.4% | +1.7% |
| 30D | -0.6% | -5.8% | +5.2% | +6.0% |
| 3M | -5.4% | -5.2% | -0.1% | +0.2% |
| 6M | +2.9% | +0.1% | +2.7% | +2.2% |
| YTD | +20.2% | +8.2% | +11.9% | +9.3% |
| 1Y | +23.8% | +10.1% | +13.6% | +10.4% |
| 3Y | +63.8% | +69.7% | -5.8% | -8.2% |
| All | +49.7% | +54.1% | -4.4% | -9.6% |
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