+106.1%
AVEM price history and return analytics
+136.2%
-30.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | +4.9% | +2.9% | +2.0% | +2.2% |
| 30D | -7.5% | -2.5% | -5.0% | -5.1% |
| 3M | -7.5% | -3.3% | -4.2% | -4.3% |
| 6M | -6.6% | +1.5% | -8.1% | -7.2% |
| YTD | +13.0% | +11.4% | +1.6% | +3.7% |
| 1Y | +13.0% | +11.9% | +1.1% | +3.3% |
| 3Y | +76.5% | +73.9% | +2.6% | +9.3% |
| 5Y | +50.8% | +57.9% | -7.1% | +1.5% |
| All | +106.1% | +136.2% | -30.1% | -0.8% |
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