-94.8%
AVD price history and return analytics
+57.0%
-151.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -8.3% | +2.4% | -10.7% | -10.5% |
| 30D | -22.1% | -1.5% | -20.6% | -21.3% |
| 3M | -58.7% | -4.1% | -54.6% | -57.1% |
| 6M | -70.2% | +0.6% | -70.7% | -70.4% |
| YTD | -77.0% | +11.0% | -88.0% | -79.1% |
| 1Y | -82.7% | +13.3% | -96.1% | -84.6% |
| 3Y | -89.5% | +73.4% | -162.9% | -93.5% |
| All | -94.8% | +57.0% | -151.8% | -96.6% |
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