-1.7%
AVGU price history and return analytics
+21.9%
-23.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.3% | -9.7% | -8.8% |
| 7D | +37.4% | +2.4% | +35.1% | +26.5% |
| 30D | -4.9% | -1.5% | -3.4% | +4.8% |
| 3M | -37.7% | -4.1% | -33.6% | -23.4% |
| 6M | -44.0% | +0.6% | -44.6% | -40.1% |
| YTD | -25.8% | +11.0% | -36.8% | -44.8% |
| 1Y | -27.0% | +13.3% | -40.4% | -49.1% |
| All | -1.7% | +21.9% | -23.6% | -47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling