-91.8%
AVAT price history and return analytics
+30.9%
-122.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.1% | +2.2% |
| 7D | -20.5% | -2.3% | -18.2% | -19.0% |
| 30D | -50.7% | -5.0% | -45.7% | -49.0% |
| 3M | +140.9% | -4.9% | +145.8% | +149.2% |
| 6M | -92.3% | -1.5% | -90.7% | -91.9% |
| YTD | -92.1% | +8.5% | -100.6% | -91.8% |
| 1Y | -92.2% | +11.4% | -103.5% | -91.8% |
| All | -91.8% | +30.9% | -122.7% | -91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling