+142.6%
AVT price history and return analytics
+222.7%
-80.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.6% |
| 7D | +11.8% | +2.9% | +8.9% | +8.0% |
| 30D | -14.0% | -2.5% | -11.5% | -10.8% |
| 3M | -11.6% | -3.3% | -8.3% | -7.3% |
| 6M | +5.1% | +1.5% | +3.6% | +4.2% |
| YTD | +80.5% | +11.4% | +69.1% | +60.0% |
| 1Y | +85.3% | +11.9% | +73.4% | +63.3% |
| 3Y | +97.4% | +73.9% | +23.6% | +2.7% |
| 5Y | +143.2% | +57.9% | +85.3% | +42.4% |
| All | +142.6% | +222.7% | -80.1% | -42.1% |
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