-49.0%
AVNW price history and return analytics
+57.5%
-106.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.1% | -0.5% | -16.6% | -16.5% |
| 7D | -21.2% | -0.1% | -21.0% | -20.4% |
| 30D | -23.6% | -3.1% | -20.6% | -19.9% |
| 3M | -24.1% | -3.5% | -20.6% | -19.9% |
| 6M | +0.3% | +0.5% | -0.1% | +1.7% |
| YTD | -25.8% | +10.8% | -36.6% | -33.1% |
| 1Y | -32.3% | +11.9% | -44.2% | -39.5% |
| 3Y | -46.1% | +73.0% | -119.0% | -70.3% |
| 5Y | -49.0% | +58.6% | -107.6% | -67.0% |
| All | -49.0% | +57.5% | -106.5% | -67.0% |
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