-78.5%
AEVA price history and return analytics
+133.9%
-212.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.3% | -10.1% | -9.9% |
| 7D | -3.8% | +2.4% | -6.2% | -6.9% |
| 30D | -3.0% | -1.5% | -1.5% | +0.3% |
| 3M | -52.8% | -4.1% | -48.7% | -48.6% |
| 6M | -47.8% | +0.6% | -48.3% | -45.8% |
| YTD | -20.3% | +11.0% | -31.4% | -27.0% |
| 1Y | -0.9% | +13.3% | -14.3% | -11.4% |
| 3Y | +255.0% | +73.4% | +181.6% | +102.0% |
| 5Y | -75.7% | +57.4% | -133.1% | -85.1% |
| All | -78.5% | +133.9% | -212.4% | -87.6% |
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