+97.8%
AVL price history and return analytics
+39.5%
+58.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +8.0% |
| 7D | -0.9% | +1.0% | -1.9% | -5.2% |
| 30D | -27.1% | -0.2% | -26.9% | -26.7% |
| 3M | -19.7% | +4.5% | -24.2% | -30.8% |
| 6M | +5.3% | +14.1% | -8.7% | -33.1% |
| YTD | -8.4% | +14.8% | -23.2% | -43.4% |
| 1Y | -16.9% | +21.2% | -38.1% | -57.1% |
| All | +97.8% | +39.5% | +58.3% | -22.9% |
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