+105.2%
AVEM price history and return analytics
+135.5%
-30.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | +2.7% | +2.4% | +0.3% | +0.5% |
| 30D | -6.1% | -1.5% | -4.6% | -4.6% |
| 3M | -8.3% | -4.1% | -4.2% | -4.4% |
| 6M | -8.7% | +0.6% | -9.3% | -8.5% |
| YTD | +12.5% | +11.0% | +1.5% | +3.5% |
| 1Y | +13.7% | +13.3% | +0.3% | +2.7% |
| 3Y | +75.7% | +73.4% | +2.3% | +9.1% |
| 5Y | +50.1% | +57.4% | -7.3% | +1.3% |
| All | +105.2% | +135.5% | -30.3% | -1.0% |
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 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