+49.8%
AVSC price history and return analytics
+54.5%
-4.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -1.6% | -2.3% | +0.7% | +0.9% |
| 30D | +0.7% | -5.0% | +5.7% | +6.3% |
| 3M | -4.7% | -4.9% | +0.1% | +0.4% |
| 6M | +2.4% | -1.5% | +3.9% | +3.7% |
| YTD | +20.3% | +8.5% | +11.8% | +9.1% |
| 1Y | +25.8% | +11.4% | +14.5% | +10.8% |
| 3Y | +65.8% | +70.1% | -4.3% | -7.4% |
| All | +49.8% | +54.5% | -4.6% | -9.7% |
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