+118.4%
AVGX price history and return analytics
+41.8%
+76.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | +0.2% |
| 7D | -2.4% | -0.1% | -2.2% | -2.3% |
| 30D | -27.3% | -0.7% | -26.6% | -25.6% |
| 3M | -19.8% | +4.0% | -23.8% | -29.8% |
| 6M | -7.4% | +12.3% | -19.7% | -38.5% |
| YTD | -12.6% | +14.0% | -26.6% | -45.5% |
| 1Y | -17.7% | +20.3% | -38.0% | -57.3% |
| All | +118.4% | +41.8% | +76.6% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling