+308.7%
AVA price history and return analytics
+346.0%
-37.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +7.1% | -2.3% | +9.4% | +8.4% |
| 30D | +14.2% | -5.0% | +19.1% | +17.3% |
| 3M | +6.1% | -4.9% | +10.9% | +8.8% |
| 6M | +1.6% | -1.5% | +3.2% | +1.9% |
| YTD | +8.3% | +8.5% | -0.2% | +2.2% |
| 1Y | +4.5% | +11.4% | -6.9% | -2.9% |
| 3Y | +33.9% | +70.1% | -36.2% | -4.4% |
| 5Y | +26.9% | +53.7% | -26.8% | -5.1% |
| 10Y | +52.1% | +220.0% | -167.9% | -28.4% |
| All | +308.7% | +346.0% | -37.3% | +37.2% |
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 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