+80.3%
AVSE price history and return analytics
+69.0%
+11.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.2% |
| 7D | +1.8% | -0.1% | +2.0% | +2.0% |
| 30D | +5.1% | -0.7% | +5.7% | +5.8% |
| 3M | +4.1% | +4.0% | +0.1% | +0.7% |
| 6M | +18.5% | +12.3% | +6.3% | +7.7% |
| YTD | +25.5% | +14.0% | +11.4% | +12.6% |
| 1Y | +33.7% | +20.3% | +13.4% | +14.8% |
| 3Y | +93.8% | +75.4% | +18.3% | +22.3% |
| All | +80.3% | +69.0% | +11.4% | +13.8% |
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