-7.4%
AVAL price history and return analytics
+222.7%
-230.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.6% |
| 7D | -5.3% | +2.9% | -8.2% | -7.8% |
| 30D | -19.2% | -2.5% | -16.7% | -17.5% |
| 3M | -25.4% | -3.3% | -22.1% | -23.2% |
| 6M | -8.9% | +1.5% | -10.4% | -10.3% |
| YTD | +0.6% | +11.4% | -10.8% | -8.3% |
| 1Y | -6.1% | +11.9% | -18.0% | -14.7% |
| 3Y | +105.2% | +73.9% | +31.3% | +24.0% |
| 5Y | -5.8% | +57.9% | -63.6% | -38.4% |
| All | -7.4% | +222.7% | -230.1% | -69.5% |
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 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