-39.8%
AVAL price history and return analytics
+220.5%
-260.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.1% |
| 7D | -2.3% | -2.3% | 0.0% | -0.2% |
| 30D | -12.2% | -5.0% | -7.3% | -8.0% |
| 3M | -14.8% | -4.9% | -9.9% | -10.8% |
| 6M | -3.5% | -1.5% | -1.9% | -2.1% |
| YTD | +9.7% | +8.5% | +1.3% | +2.3% |
| 1Y | +3.7% | +11.4% | -7.7% | -5.7% |
| 3Y | +110.9% | +70.1% | +40.8% | +27.4% |
| 5Y | -0.5% | +53.7% | -54.2% | -34.8% |
| 10Y | -6.3% | +220.0% | -226.3% | -72.9% |
| All | -39.8% | +220.5% | -260.3% | -83.1% |
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