+41.3%
AVES price history and return analytics
+66.3%
-25.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -8.8% | -3.1% | -5.7% | -6.3% |
| 3M | -7.6% | -3.5% | -4.1% | -4.7% |
| 6M | -10.3% | +0.5% | -10.7% | -10.2% |
| YTD | +4.3% | +10.8% | -6.5% | -3.3% |
| 1Y | +5.6% | +11.9% | -6.3% | -2.9% |
| 3Y | +54.8% | +73.0% | -18.2% | +1.6% |
| 5Y | +42.6% | +58.6% | -16.0% | -0.3% |
| All | +41.3% | +66.3% | -25.0% | -7.4% |
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