-84.8%
AVD price history and return analytics
+63.7%
-148.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.7% |
| 7D | -3.0% | -2.0% | -1.0% | -1.3% |
| 30D | +1.8% | -1.4% | +3.3% | +3.2% |
| 3M | -23.9% | +4.7% | -28.6% | -27.0% |
| 6M | -48.4% | +11.4% | -59.7% | -53.1% |
| YTD | -41.6% | +13.1% | -54.7% | -47.7% |
| 1Y | -58.4% | +19.0% | -77.4% | -64.4% |
| 3Y | -82.9% | +73.9% | -156.8% | -89.4% |
| 5Y | -84.8% | +65.4% | -150.2% | -90.5% |
| All | -84.8% | +63.7% | -148.5% | -90.5% |
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