+19.8%
AVGU price history and return analytics
+26.0%
-6.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +7.6% |
| 7D | -1.1% | +1.0% | -2.1% | -5.3% |
| 30D | -27.8% | -0.2% | -27.6% | -27.4% |
| 3M | -20.9% | +4.5% | -25.4% | -31.4% |
| 6M | +3.3% | +14.1% | -10.8% | -32.6% |
| YTD | -9.5% | +14.8% | -24.3% | -43.5% |
| 1Y | -17.8% | +21.2% | -39.0% | -56.7% |
| All | +19.8% | +26.0% | -6.2% | -45.8% |
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