+168.7%
AVUV vs VT
+131.3%
+37.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.8% | +1.6% |
| 7D | -3.0% | -4.2% | +1.2% | +2.0% |
| 30D | +0.1% | -5.8% | +5.9% | +7.3% |
| 3M | -4.9% | -5.2% | +0.3% | +1.1% |
| 6M | +1.0% | +0.1% | +0.9% | 0.0% |
| YTD | +19.4% | +8.2% | +11.1% | +7.1% |
| 1Y | +24.9% | +10.1% | +14.8% | +9.7% |
| 3Y | +60.8% | +69.7% | -8.8% | -16.7% |
| 5Y | +57.1% | +53.4% | +3.7% | -7.1% |
| All | +168.7% | +131.3% | +37.5% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling