+618.7%
AVAH price history and return analytics
+74.0%
+544.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.8% | -5.6% |
| 7D | -13.2% | +2.4% | -15.6% | -16.0% |
| 30D | -7.0% | -1.5% | -5.5% | -5.1% |
| 3M | +1.9% | -4.1% | +6.0% | +7.7% |
| 6M | +69.9% | +0.6% | +69.3% | +65.6% |
| YTD | +40.8% | +11.0% | +29.7% | +15.1% |
| 1Y | +34.7% | +13.3% | +21.3% | +5.9% |
| 3Y | +618.7% | +73.4% | +545.4% | +86.5% |
| All | +618.7% | +74.0% | +544.7% | +86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling