-44.7%
AVNW price history and return analytics
+66.8%
-111.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +5.6% | +1.0% | +4.6% | +4.3% |
| 30D | -6.7% | -0.2% | -6.5% | -6.3% |
| 3M | +4.3% | +4.5% | -0.3% | -0.7% |
| 6M | -21.0% | +14.1% | -35.1% | -32.1% |
| YTD | -7.9% | +14.8% | -22.6% | -21.3% |
| 1Y | -11.9% | +21.2% | -33.1% | -29.1% |
| 3Y | -40.4% | +76.6% | -117.0% | -68.7% |
| All | -44.7% | +66.8% | -111.5% | -66.8% |
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