+54.6%
AVSC price history and return analytics
+63.4%
-8.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +1.0% | +1.0% | -0.1% | -0.2% |
| 30D | -2.5% | -0.2% | -2.2% | -2.2% |
| 3M | +5.7% | +4.5% | +1.2% | +0.5% |
| 6M | +17.2% | +14.1% | +3.1% | +0.9% |
| YTD | +24.1% | +14.8% | +9.3% | +6.1% |
| 1Y | +27.9% | +21.2% | +6.7% | +2.9% |
| 3Y | +66.2% | +76.6% | -10.4% | -10.7% |
| All | +54.6% | +63.4% | -8.8% | -12.2% |
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