+194.3%
AVK price history and return analytics
+360.7%
-166.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.7% | +1.0% |
| 7D | +1.3% | -0.7% | +2.0% | +1.8% |
| 30D | -5.2% | -1.7% | -3.4% | -3.9% |
| 3M | -12.5% | -2.3% | -10.2% | -10.9% |
| 6M | -10.5% | +1.5% | -12.0% | -11.5% |
| YTD | -4.1% | +12.0% | -16.1% | -12.2% |
| 1Y | -4.4% | +12.9% | -17.3% | -13.0% |
| 3Y | +58.4% | +74.9% | -16.6% | +2.0% |
| 5Y | +10.4% | +59.9% | -49.5% | -23.8% |
| 10Y | +146.5% | +224.6% | -78.1% | +2.1% |
| All | +194.3% | +360.7% | -166.3% | -11.8% |
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