+34.2%
AVSE price history and return analytics
+21.2%
+13.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.8% |
| 7D | +2.9% | +1.0% | +1.9% | +1.3% |
| 30D | +5.1% | -0.2% | +5.3% | +5.5% |
| 3M | +4.6% | +4.5% | +0.1% | -1.8% |
| 6M | +20.7% | +14.1% | +6.6% | +1.8% |
| YTD | +25.9% | +14.8% | +11.2% | +6.0% |
| All | +34.2% | +21.2% | +13.0% | +6.8% |
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 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