-1.7%
AVIG price history and return analytics
+117.3%
-119.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -0.4% | -0.7% | +0.2% | -0.4% |
| 3M | -0.8% | +4.0% | -4.8% | -1.2% |
| 6M | -2.0% | +12.3% | -14.3% | -3.2% |
| YTD | -0.9% | +14.0% | -14.9% | -2.3% |
| 1Y | +0.1% | +20.3% | -20.2% | -1.9% |
| 3Y | +14.3% | +75.4% | -61.1% | +7.5% |
| 5Y | -2.0% | +66.0% | -68.0% | -8.8% |
| All | -1.7% | +117.3% | -119.0% | -9.0% |
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