+7.4%
AVT vs VT
+5.0%
+2.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -6.1% |
| 7D | -8.4% | -0.3% | -8.1% | -7.9% |
| 30D | -19.3% | -1.4% | -17.9% | -17.2% |
| 3M | -7.0% | -1.4% | -5.6% | -4.7% |
| 6M | +7.4% | +5.5% | +1.9% | -3.9% |
| All | +7.4% | +5.0% | +2.4% | -3.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling