+3.5%
AVMU price history and return analytics
+88.7%
-85.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +1.3% | -2.3% | +3.7% | +1.4% |
| 30D | +5.5% | -5.0% | +10.4% | +5.7% |
| 3M | 0.0% | -4.9% | +4.8% | +0.2% |
| 6M | -1.3% | -1.5% | +0.2% | -1.3% |
| YTD | 0.0% | +8.5% | -8.4% | -0.4% |
| 1Y | +1.4% | +11.4% | -9.9% | +0.9% |
| 3Y | +12.0% | +70.1% | -58.1% | +9.2% |
| 5Y | +3.4% | +53.7% | -50.4% | +0.5% |
| All | +3.5% | +88.7% | -85.2% | +0.6% |
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 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