-99.9%
AVTX vs VT
+57.4%
-157.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.3% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | -46.7% | -2.6% | -44.1% | -44.8% |
| 3M | -60.3% | -3.2% | -57.1% | -58.6% |
| 6M | -66.3% | +0.9% | -67.2% | -66.3% |
| YTD | -60.0% | +11.3% | -71.3% | -63.4% |
| 1Y | -51.7% | +14.0% | -65.7% | -56.9% |
| 3Y | -69.1% | +75.8% | -144.9% | -80.4% |
| 5Y | -99.9% | +57.8% | -157.7% | -99.9% |
| All | -99.9% | +57.4% | -157.3% | -99.9% |
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 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