+9.1%
AVAH price history and return analytics
+71.1%
-62.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.2% |
| 7D | -8.0% | -0.7% | -7.3% | -7.3% |
| 30D | +7.2% | -1.7% | +9.0% | +9.4% |
| 3M | +46.3% | -2.3% | +48.6% | +50.3% |
| 6M | +98.6% | +1.5% | +97.1% | +92.0% |
| YTD | +60.2% | +12.0% | +48.2% | +34.1% |
| 1Y | +45.8% | +12.9% | +32.9% | +20.7% |
| 3Y | +718.1% | +74.9% | +643.2% | +293.4% |
| 5Y | +51.7% | +59.9% | -8.2% | -18.2% |
| All | +9.1% | +71.1% | -62.0% | -44.9% |
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