+213.5%
AVY vs VT
+215.5%
-2.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.8% |
| 7D | +2.5% | -2.3% | +4.8% | +4.8% |
| 30D | +11.9% | -5.0% | +16.8% | +17.4% |
| 3M | +8.0% | -4.9% | +12.9% | +13.0% |
| 6M | +13.4% | -1.5% | +15.0% | +14.3% |
| YTD | +4.5% | +8.5% | -4.0% | -4.7% |
| 1Y | +11.1% | +11.4% | -0.3% | -1.5% |
| 3Y | +10.6% | +70.1% | -59.5% | -37.7% |
| 5Y | -9.6% | +53.7% | -63.4% | -43.2% |
| All | +213.5% | +215.5% | -2.1% | -3.2% |
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 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