+130.8%
AVEM price history and return analytics
+143.4%
-12.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +2.7% | +1.0% | +1.7% | +1.8% |
| 30D | +5.0% | -0.2% | +5.2% | +5.2% |
| 3M | +4.5% | +4.5% | -0.1% | +0.6% |
| 6M | +19.8% | +14.1% | +5.8% | +7.1% |
| YTD | +26.6% | +14.8% | +11.8% | +12.7% |
| 1Y | +36.0% | +21.2% | +14.8% | +15.5% |
| 3Y | +95.9% | +76.6% | +19.4% | +19.3% |
| 5Y | +67.0% | +66.6% | +0.4% | +6.7% |
| All | +130.8% | +143.4% | -12.6% | +7.8% |
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