+113.8%
AVGX price history and return analytics
+40.6%
+73.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | +1.3% |
| 7D | +1.6% | -2.0% | +3.6% | +9.9% |
| 30D | -26.6% | -1.4% | -25.1% | -22.6% |
| 3M | -13.0% | +4.7% | -17.7% | -26.3% |
| 6M | -7.6% | +11.4% | -19.0% | -36.6% |
| YTD | -14.4% | +13.1% | -27.5% | -44.8% |
| 1Y | -32.7% | +19.0% | -51.8% | -63.6% |
| All | +113.8% | +40.6% | +73.2% | -32.7% |
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