-63.9%
AVS price history and return analytics
+34.6%
-98.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -4.8% |
| 7D | -1.7% | -0.1% | -1.6% | -1.1% |
| 30D | +6.1% | -3.1% | +9.1% | +1.4% |
| 3M | +22.5% | -3.5% | +26.0% | +16.4% |
| 6M | +17.6% | +0.5% | +17.2% | +23.0% |
| YTD | -9.0% | +10.8% | -19.8% | +16.8% |
| 1Y | -9.1% | +11.9% | -20.9% | +20.1% |
| All | -63.9% | +34.6% | -98.5% | -28.4% |
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