-34.9%
AVBP price history and return analytics
+57.2%
-92.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -4.6% | +2.4% | -7.0% | -6.7% |
| 30D | -19.7% | -1.5% | -18.2% | -18.3% |
| 3M | -56.6% | -4.1% | -52.5% | -54.9% |
| 6M | -55.0% | +0.6% | -55.6% | -55.4% |
| YTD | -35.3% | +11.0% | -46.4% | -42.1% |
| 1Y | -33.9% | +13.3% | -47.2% | -41.9% |
| All | -34.9% | +57.2% | -92.1% | -52.9% |
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