-67.0%
AVXX vs VT
+15.7%
-82.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +345.9% | -0.6% | +346.5% | +347.4% |
| 7D | +364.4% | -0.1% | +364.5% | +356.5% |
| 30D | +164.3% | -0.7% | +165.0% | +167.5% |
| 3M | +154.2% | +4.0% | +150.2% | +120.2% |
| 6M | +27.6% | +12.3% | +15.4% | -12.2% |
| YTD | -10.7% | +14.0% | -24.7% | -41.1% |
| All | -67.0% | +15.7% | -82.6% | -79.2% |
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