+179.2%
AVUS vs VT
+137.8%
+41.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.3% |
| 7D | -0.2% | +0.4% | -0.5% | -0.6% |
| 30D | -2.3% | -2.6% | +0.3% | +0.4% |
| 3M | -2.6% | -3.2% | +0.7% | +0.8% |
| 6M | +2.8% | +0.9% | +1.9% | +1.6% |
| YTD | +14.9% | +11.3% | +3.6% | +2.2% |
| 1Y | +18.0% | +14.0% | +4.0% | +2.3% |
| 3Y | +81.3% | +75.8% | +5.5% | -0.6% |
| 5Y | +69.7% | +57.8% | +11.8% | +4.6% |
| All | +179.2% | +137.8% | +41.4% | +10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling