+16.8%
AVAH price history and return analytics
+74.1%
-57.3%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.3% | +3.5% |
| 7D | +6.2% | -0.1% | +6.3% | +6.4% |
| 30D | +48.2% | -0.7% | +48.9% | +49.6% |
| 3M | +104.1% | +4.0% | +100.1% | +93.0% |
| 6M | +92.1% | +12.3% | +79.8% | +61.9% |
| YTD | +71.6% | +14.0% | +57.6% | +41.0% |
| 1Y | +69.7% | +20.3% | +49.4% | +29.5% |
| 3Y | +908.6% | +75.4% | +833.2% | +385.3% |
| 5Y | +53.2% | +66.0% | -12.7% | -20.1% |
| All | +16.8% | +74.1% | -57.3% | -42.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling