+11.7%
AVRE price history and return analytics
+66.7%
-55.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.2% |
| 7D | +0.6% | +2.4% | -1.8% | -1.0% |
| 30D | +5.8% | -1.5% | +7.3% | +6.8% |
| 3M | -1.8% | -4.1% | +2.3% | +1.0% |
| 6M | +0.9% | +0.6% | +0.3% | -0.1% |
| YTD | +10.1% | +11.0% | -0.9% | +1.1% |
| 1Y | +10.5% | +13.3% | -2.8% | -0.1% |
| 3Y | +40.4% | +73.4% | -33.0% | -10.5% |
| 5Y | +4.5% | +57.4% | -52.9% | -30.6% |
| All | +11.7% | +66.7% | -55.0% | -27.6% |
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