+74.8%
AVSE vs VT
+76.6%
-1.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.6% |
| 7D | -3.1% | -0.3% | -2.8% | -2.7% |
| 30D | -10.6% | -1.4% | -9.2% | -9.1% |
| 3M | -6.0% | -1.4% | -4.6% | -4.4% |
| 6M | -1.8% | +5.5% | -7.3% | -6.3% |
| YTD | +13.5% | +12.8% | +0.7% | +1.8% |
| 1Y | +15.8% | +15.4% | +0.3% | +1.7% |
| All | +74.8% | +76.6% | -1.7% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling