+177.5%
AVT vs VT
+224.5%
-47.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +3.9% | +0.4% | +3.4% | +3.3% |
| 30D | -5.3% | +1.0% | -6.3% | -6.4% |
| 3M | +4.5% | +2.4% | +2.1% | +1.7% |
| 6M | +45.9% | +12.0% | +33.9% | +27.6% |
| YTD | +93.3% | +15.3% | +77.9% | +63.0% |
| 1Y | +76.0% | +22.6% | +53.4% | +37.9% |
| 3Y | +94.5% | +74.7% | +19.8% | -0.1% |
| 5Y | +164.3% | +66.1% | +98.2% | +44.2% |
| All | +177.5% | +224.5% | -47.0% | -33.0% |
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