-52.9%
AVTX vs VT
+12.5%
-65.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -1.2% | -0.1% | -1.1% | -1.0% |
| 30D | -47.5% | -3.1% | -44.5% | -45.0% |
| 3M | -63.8% | -3.5% | -60.3% | -61.8% |
| 6M | -66.8% | +0.5% | -67.3% | -66.5% |
| YTD | -60.6% | +10.8% | -71.4% | -62.5% |
| 1Y | -52.9% | +11.9% | -64.8% | -54.9% |
| All | -52.9% | +12.5% | -65.4% | -54.9% |
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