-89.9%
AVAT price history and return analytics
+12.5%
-102.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -0.5% | +14.7% | +14.9% |
| 7D | +17.7% | -0.1% | +17.9% | +19.0% |
| 30D | -18.0% | -3.1% | -14.9% | -14.2% |
| 3M | +210.7% | -3.5% | +214.1% | +225.9% |
| 6M | -90.1% | +0.5% | -90.5% | -89.3% |
| YTD | -89.9% | +10.8% | -100.7% | -89.2% |
| 1Y | -89.9% | +11.9% | -101.8% | -89.2% |
| All | -89.9% | +12.5% | -102.4% | -89.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling