+39.8%
AVL price history and return analytics
+35.3%
+4.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.1% | +2.6% | +15.5% | +7.8% |
| 7D | -4.2% | +0.4% | -4.5% | -3.1% |
| 30D | -25.3% | -2.6% | -22.7% | -13.8% |
| 3M | -48.5% | -3.2% | -45.2% | -38.8% |
| 6M | -54.0% | +0.9% | -55.0% | -51.7% |
| YTD | -35.3% | +11.3% | -46.6% | -52.7% |
| 1Y | -39.7% | +14.0% | -53.7% | -59.0% |
| All | +39.8% | +35.3% | +4.5% | -35.6% |
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