+71.6%
AVT vs VT
+10.5%
+61.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.1% |
| 7D | -10.1% | -2.3% | -7.8% | -6.6% |
| 30D | -22.7% | -5.0% | -17.7% | -16.3% |
| 3M | -17.8% | -4.9% | -12.9% | -11.1% |
| 6M | -4.5% | -1.5% | -3.0% | -1.1% |
| YTD | +67.1% | +8.5% | +58.6% | +52.3% |
| 1Y | +71.6% | +11.4% | +60.2% | +51.9% |
| All | +71.6% | +10.5% | +61.1% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling