+52.8%
AVAH price history and return analytics
+15.2%
+37.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.4% | +6.3% |
| 7D | +9.0% | -0.3% | +9.3% | +9.0% |
| 30D | +15.0% | -1.4% | +16.5% | +15.7% |
| 3M | +52.0% | -1.4% | +53.4% | +53.0% |
| 6M | +114.6% | +5.5% | +109.2% | +105.6% |
| YTD | +74.2% | +12.8% | +61.3% | +56.1% |
| 1Y | +52.8% | +15.4% | +37.4% | +31.8% |
| All | +52.8% | +15.2% | +37.6% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling