-89.0%
AVAT price history and return analytics
+34.4%
-123.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.4% |
| 7D | +36.3% | +2.9% | +33.4% | +34.0% |
| 30D | -18.0% | -2.5% | -15.5% | -16.6% |
| 3M | +218.7% | -3.3% | +222.0% | +225.1% |
| 6M | -89.7% | +1.5% | -91.2% | -89.4% |
| YTD | -89.5% | +11.4% | -100.9% | -89.2% |
| 1Y | -89.5% | +11.9% | -101.4% | -89.2% |
| All | -89.0% | +34.4% | -123.4% | -88.7% |
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