+80.5%
AVL price history and return analytics
+35.3%
+45.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.6% | +11.5% | +13.3% |
| 7D | +53.7% | +2.9% | +50.8% | +38.5% |
| 30D | -1.2% | -2.5% | +1.3% | +13.4% |
| 3M | -29.7% | -3.3% | -26.4% | -16.4% |
| 6M | -37.4% | +1.5% | -38.9% | -35.9% |
| YTD | -16.4% | +11.4% | -27.8% | -39.2% |
| 1Y | -24.6% | +11.9% | -36.5% | -44.8% |
| All | +80.5% | +35.3% | +45.1% | -17.2% |
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