+110.3%
AVGE price history and return analytics
+108.6%
+1.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | -1.5% | -3.1% | +1.6% | +1.5% |
| 3M | -2.9% | -3.5% | +0.6% | +0.4% |
| 6M | +1.6% | +0.5% | +1.1% | +0.9% |
| YTD | +15.4% | +10.8% | +4.6% | +4.1% |
| 1Y | +18.1% | +11.9% | +6.2% | +5.4% |
| 3Y | +76.9% | +73.0% | +4.0% | +2.5% |
| All | +110.3% | +108.6% | +1.7% | +1.2% |
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 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