+145.7%
AVT price history and return analytics
+223.7%
-78.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.3% | +3.7% |
| 7D | -1.7% | +0.4% | -2.0% | -1.8% |
| 30D | -14.7% | -2.6% | -12.1% | -11.4% |
| 3M | -11.8% | -3.2% | -8.6% | -7.6% |
| 6M | +4.1% | +0.9% | +3.2% | +3.9% |
| YTD | +78.7% | +11.3% | +67.4% | +58.5% |
| 1Y | +83.1% | +14.0% | +69.1% | +57.7% |
| 3Y | +101.2% | +75.8% | +25.3% | +3.3% |
| 5Y | +145.9% | +57.8% | +88.1% | +44.0% |
| 10Y | +145.7% | +219.8% | -74.1% | -39.1% |
| All | +145.7% | +223.7% | -78.0% | -39.1% |
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