+62.9%
AVL price history and return analytics
+35.0%
+27.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.3% | -9.5% | -8.6% |
| 7D | +37.6% | +2.4% | +35.2% | +26.6% |
| 30D | -4.9% | -1.5% | -3.4% | +4.8% |
| 3M | -37.2% | -4.1% | -33.1% | -22.7% |
| 6M | -42.8% | +0.6% | -43.4% | -39.1% |
| YTD | -24.6% | +11.0% | -35.6% | -44.4% |
| 1Y | -25.6% | +13.3% | -38.9% | -48.4% |
| All | +62.9% | +35.0% | +27.9% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling