-6.3%
AVO price history and return analytics
+112.9%
-119.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +1.4% | -2.3% | +3.7% | +2.8% |
| 30D | -6.8% | -5.0% | -1.8% | -4.0% |
| 3M | -7.2% | -4.9% | -2.3% | -4.5% |
| 6M | -14.3% | -1.5% | -12.8% | -14.0% |
| YTD | +0.5% | +8.5% | -8.0% | -5.4% |
| 1Y | -3.4% | +11.4% | -14.8% | -10.7% |
| 3Y | +27.6% | +70.1% | -42.5% | -11.4% |
| 5Y | -42.9% | +53.7% | -96.6% | -57.3% |
| All | -6.3% | +112.9% | -119.3% | -39.2% |
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