-45.1%
AVTX vs VT
+13.3%
-58.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | +1.1% | +17.7% | +17.3% |
| 7D | +20.4% | -0.7% | +21.1% | +21.7% |
| 30D | -35.7% | -1.7% | -34.0% | -33.6% |
| 3M | -56.3% | -2.3% | -54.0% | -54.5% |
| 6M | -58.0% | +1.5% | -59.5% | -58.1% |
| YTD | -53.1% | +12.0% | -65.2% | -56.0% |
| 1Y | -45.1% | +12.9% | -58.0% | -48.1% |
| All | -45.1% | +13.3% | -58.4% | -48.1% |
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