-8.2%
AVY vs VT
+53.2%
-61.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +2.1% |
| 7D | +4.2% | -4.2% | +8.4% | +8.1% |
| 30D | +12.6% | -5.8% | +18.4% | +18.5% |
| 3M | +8.7% | -5.2% | +13.9% | +13.6% |
| 6M | +18.6% | +0.1% | +18.4% | +17.5% |
| YTD | +6.1% | +8.2% | -2.1% | -2.4% |
| 1Y | +11.2% | +10.1% | +1.1% | +0.6% |
| 3Y | +11.0% | +69.7% | -58.7% | -35.9% |
| 5Y | -8.2% | +53.4% | -61.6% | -39.8% |
| All | -8.2% | +53.2% | -61.4% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling