+6.1%
AVR price history and return analytics
+31.7%
-25.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | -0.2% |
| 7D | +2.8% | +0.4% | +2.4% | +2.6% |
| 30D | -12.3% | -2.6% | -9.7% | -7.7% |
| 3M | -33.3% | -3.2% | -30.1% | -29.1% |
| 6M | -9.7% | +0.9% | -10.7% | -11.4% |
| YTD | +19.0% | +11.3% | +7.7% | -4.3% |
| 1Y | +49.2% | +14.0% | +35.2% | +14.7% |
| All | +6.1% | +31.7% | -25.7% | -42.5% |
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