+177.7%
AVDV price history and return analytics
+143.6%
+34.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.3% | -0.1% | +0.5% | +0.5% |
| 30D | +2.7% | -0.7% | +3.4% | +3.3% |
| 3M | +7.7% | +4.0% | +3.7% | +4.0% |
| 6M | +11.4% | +12.3% | -0.9% | +0.6% |
| YTD | +21.4% | +14.0% | +7.3% | +8.1% |
| 1Y | +32.9% | +20.3% | +12.6% | +12.9% |
| 3Y | +113.8% | +75.4% | +38.4% | +29.7% |
| 5Y | +99.5% | +66.0% | +33.6% | +26.5% |
| All | +177.7% | +143.6% | +34.0% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling