+38.8%
AVES price history and return analytics
+62.8%
-24.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -2.7% | -2.3% | -0.4% | -0.8% |
| 30D | -10.7% | -5.0% | -5.7% | -6.7% |
| 3M | -8.7% | -4.9% | -3.8% | -4.7% |
| 6M | -11.4% | -1.5% | -9.8% | -9.8% |
| YTD | +2.4% | +8.5% | -6.1% | -3.4% |
| 1Y | +5.1% | +11.4% | -6.3% | -2.9% |
| 3Y | +50.8% | +70.1% | -19.3% | +0.5% |
| 5Y | +40.1% | +53.7% | -13.7% | +0.8% |
| All | +38.8% | +62.8% | -24.1% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling