+73.8%
AVXC vs VT
+52.6%
+21.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.8% | +0.4% | +2.3% | +2.2% |
| 30D | +5.3% | +1.0% | +4.3% | +4.2% |
| 3M | -0.1% | +2.4% | -2.5% | -2.2% |
| 6M | +20.3% | +12.0% | +8.3% | +8.0% |
| YTD | +33.3% | +15.3% | +18.0% | +16.8% |
| 1Y | +50.3% | +22.6% | +27.7% | +25.0% |
| All | +73.8% | +52.6% | +21.2% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling