-15.7%
AVGU price history and return analytics
+22.2%
-37.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.9% | +2.6% | +15.3% | +7.6% |
| 7D | -4.0% | +0.4% | -4.3% | -2.8% |
| 30D | -25.4% | -2.6% | -22.8% | -14.0% |
| 3M | -49.2% | -3.2% | -46.0% | -39.7% |
| 6M | -55.0% | +0.9% | -55.9% | -52.5% |
| YTD | -36.3% | +11.3% | -47.6% | -53.0% |
| 1Y | -40.7% | +14.0% | -54.7% | -59.4% |
| All | -15.7% | +22.2% | -37.9% | -55.0% |
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