+42.2%
AVES price history and return analytics
+67.2%
-25.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | +2.9% | +2.9% | +0.1% | +0.5% |
| 30D | -7.9% | -2.5% | -5.3% | -5.8% |
| 3M | -7.7% | -3.3% | -4.3% | -4.9% |
| 6M | -7.8% | +1.5% | -9.3% | -8.6% |
| YTD | +4.9% | +11.4% | -6.4% | -3.1% |
| 1Y | +5.7% | +11.9% | -6.2% | -2.8% |
| 3Y | +55.7% | +73.9% | -18.1% | +1.8% |
| 5Y | +40.9% | +57.9% | -17.0% | -0.9% |
| All | +42.2% | +67.2% | -25.0% | -7.3% |
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