+43.9%
AVES price history and return analytics
+68.2%
-24.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.8% |
| 7D | +0.2% | -0.7% | +0.9% | +0.8% |
| 30D | -6.8% | -1.7% | -5.0% | -5.3% |
| 3M | -5.7% | -2.3% | -3.4% | -3.7% |
| 6M | -8.6% | +1.5% | -10.1% | -9.4% |
| YTD | +6.2% | +12.0% | -5.8% | -2.5% |
| 1Y | +7.4% | +12.9% | -5.5% | -2.0% |
| 3Y | +57.6% | +74.9% | -17.3% | +2.5% |
| 5Y | +42.8% | +59.9% | -17.1% | -0.8% |
| All | +43.9% | +68.2% | -24.3% | -6.6% |
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