+115.0%
AVT vs VT
+53.2%
+61.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.1% | -6.5% | -5.8% |
| 7D | -17.1% | -4.2% | -12.9% | -12.6% |
| 30D | -28.0% | -5.8% | -22.2% | -22.4% |
| 3M | -20.9% | -5.2% | -15.6% | -15.3% |
| 6M | -6.3% | +0.1% | -6.4% | -5.5% |
| YTD | +61.5% | +8.2% | +53.3% | +49.4% |
| 1Y | +63.0% | +10.1% | +52.8% | +48.0% |
| 3Y | +76.7% | +69.7% | +7.0% | +2.6% |
| 5Y | +115.0% | +53.4% | +61.6% | +37.5% |
| All | +115.0% | +53.2% | +61.8% | +37.5% |
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