+139.8%
AVK price history and return analytics
+221.8%
-81.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +0.5% | +2.4% | -1.8% | -1.6% |
| 30D | -3.4% | -1.5% | -1.9% | -2.1% |
| 3M | -15.0% | -4.1% | -10.9% | -11.8% |
| 6M | -11.3% | +0.6% | -11.9% | -11.9% |
| YTD | -5.5% | +11.0% | -16.5% | -14.3% |
| 1Y | -4.7% | +13.3% | -18.1% | -15.2% |
| 3Y | +55.7% | +73.4% | -17.7% | -7.9% |
| 5Y | +8.7% | +57.4% | -48.8% | -29.8% |
| All | +139.8% | +221.8% | -81.9% | -16.7% |
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 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