+61.4%
AVSE price history and return analytics
+64.9%
-3.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.2% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | -8.9% | -2.6% | -6.3% | -6.5% |
| 3M | -6.3% | -3.2% | -3.1% | -3.1% |
| 6M | -8.8% | +0.9% | -9.7% | -8.9% |
| YTD | +12.3% | +11.3% | +1.0% | +3.4% |
| 1Y | +15.0% | +14.0% | +1.0% | +3.7% |
| 3Y | +75.7% | +75.8% | -0.2% | +11.3% |
| All | +61.4% | +64.9% | -3.5% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling