+5.2%
AVR price history and return analytics
+31.1%
-25.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | 0.0% |
| 7D | +5.2% | -0.1% | +5.3% | +6.0% |
| 30D | -13.0% | -3.1% | -9.9% | -7.7% |
| 3M | -34.3% | -3.5% | -30.8% | -29.7% |
| 6M | -10.5% | +0.5% | -10.9% | -11.5% |
| YTD | +18.0% | +10.8% | +7.3% | -4.3% |
| 1Y | +48.9% | +11.9% | +37.0% | +18.9% |
| All | +5.2% | +31.1% | -25.9% | -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 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