+3.4%
AVO price history and return analytics
+125.3%
-121.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +0.4% | +1.0% | -0.6% | -0.2% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | +27.3% | +4.5% | +22.8% | +23.5% |
| 6M | -6.7% | +14.1% | -20.7% | -14.5% |
| YTD | +10.9% | +14.8% | -3.8% | +1.1% |
| 1Y | 0.0% | +21.2% | -21.2% | -12.3% |
| 3Y | +42.1% | +76.6% | -34.5% | -3.4% |
| 5Y | -35.0% | +66.6% | -101.6% | -53.9% |
| All | +3.4% | +125.3% | -121.9% | -35.0% |
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 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