+115.1%
AVGX price history and return analytics
+41.8%
+73.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -2.9% |
| 7D | +1.9% | -1.1% | +3.0% | +6.3% |
| 30D | -26.1% | -1.0% | -25.1% | -23.5% |
| 3M | -18.3% | +3.2% | -21.4% | -26.5% |
| 6M | -6.5% | +12.5% | -18.9% | -38.4% |
| YTD | -13.9% | +14.1% | -27.9% | -46.4% |
| 1Y | -28.4% | +18.9% | -47.3% | -61.0% |
| All | +115.1% | +41.8% | +73.2% | -34.6% |
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