+379.9%
AVNW price history and return analytics
+226.9%
+153.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +5.0% |
| 7D | +2.6% | -2.0% | +4.6% | +4.8% |
| 30D | -5.6% | -1.4% | -4.2% | -4.1% |
| 3M | +8.0% | +4.7% | +3.3% | +3.3% |
| 6M | -23.0% | +11.4% | -34.3% | -31.1% |
| YTD | -7.3% | +13.1% | -20.4% | -18.2% |
| 1Y | -12.6% | +19.0% | -31.7% | -26.7% |
| 3Y | -40.1% | +73.9% | -114.0% | -65.8% |
| 5Y | -43.6% | +65.4% | -109.0% | -65.9% |
| All | +379.9% | +226.9% | +153.0% | +60.5% |
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