+11.5%
AVA price history and return analytics
+66.2%
-54.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -0.1% | +1.0% | -1.1% | -0.4% |
| 30D | -1.6% | -0.2% | -1.4% | -1.6% |
| 3M | -9.3% | +4.5% | -13.9% | -10.7% |
| 6M | -2.8% | +14.1% | -16.8% | -7.3% |
| YTD | +1.2% | +14.8% | -13.6% | -3.9% |
| 1Y | +9.3% | +21.2% | -11.9% | +1.6% |
| 3Y | +30.0% | +76.6% | -46.6% | +2.6% |
| 5Y | +11.5% | +66.6% | -55.1% | -14.8% |
| All | +11.5% | +66.2% | -54.7% | -14.8% |
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