-41.2%
AVAL price history and return analytics
+231.0%
-272.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -6.5% |
| 7D | -2.3% | -0.7% | -1.6% | -1.8% |
| 30D | -12.5% | -1.7% | -10.8% | -11.2% |
| 3M | -19.2% | -2.3% | -16.9% | -17.6% |
| 6M | -5.7% | +1.5% | -7.2% | -7.2% |
| YTD | +7.2% | +12.0% | -4.8% | -3.2% |
| 1Y | -0.6% | +12.9% | -13.5% | -10.8% |
| 3Y | +118.7% | +74.9% | +43.7% | +28.4% |
| 5Y | +1.0% | +59.9% | -58.9% | -36.4% |
| 10Y | -1.6% | +224.6% | -226.2% | -71.9% |
| All | -41.2% | +231.0% | -272.2% | -84.0% |
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 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