-20.4%
AVS price history and return analytics
+21.4%
-41.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -3.6% |
| 7D | +0.3% | +1.0% | -0.7% | +2.2% |
| 30D | +15.6% | -0.2% | +15.9% | +15.1% |
| 3M | +4.5% | +4.5% | -0.1% | +15.1% |
| 6M | -17.7% | +14.1% | -31.7% | +8.2% |
| YTD | -15.2% | +14.8% | -29.9% | +15.2% |
| 1Y | -20.4% | +21.2% | -41.6% | +19.0% |
| All | -20.4% | +21.4% | -41.8% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling