+22.4%
AVGW price history and return analytics
+23.3%
-1.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.7% |
| 7D | +0.9% | -1.1% | +2.0% | +3.4% |
| 30D | -15.7% | -1.0% | -14.8% | -14.0% |
| 3M | -9.1% | +3.2% | -12.3% | -14.9% |
| 6M | +3.5% | +12.5% | -9.0% | -18.8% |
| YTD | +1.2% | +14.1% | -12.9% | -24.3% |
| 1Y | -5.1% | +18.9% | -24.0% | -35.3% |
| All | +22.4% | +23.3% | -1.0% | -22.8% |
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