+42.3%
AVES price history and return analytics
+67.1%
-24.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | -8.2% | -2.6% | -5.6% | -6.1% |
| 3M | -7.2% | -3.2% | -4.0% | -4.5% |
| 6M | -9.7% | +0.9% | -10.6% | -10.0% |
| YTD | +5.0% | +11.3% | -6.3% | -3.0% |
| 1Y | +8.1% | +14.0% | -5.9% | -2.1% |
| 3Y | +57.3% | +75.8% | -18.6% | +1.9% |
| 5Y | +42.5% | +57.8% | -15.4% | +0.2% |
| All | +42.3% | +67.1% | -24.8% | -7.2% |
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