+10.1%
AVSF price history and return analytics
+119.8%
-109.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | -0.2% | +1.0% | -1.2% | -0.3% |
| 3M | +0.2% | +2.4% | -2.2% | +0.1% |
| 6M | 0.0% | +12.0% | -12.0% | -0.5% |
| YTD | +0.7% | +15.3% | -14.6% | +0.1% |
| 1Y | +2.1% | +22.6% | -20.5% | +1.2% |
| 3Y | +14.9% | +74.7% | -59.8% | +11.9% |
| 5Y | +9.7% | +66.1% | -56.5% | +6.3% |
| All | +10.1% | +119.8% | -109.7% | +6.5% |
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 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