-50.1%
AVTX price history and return analytics
+11.9%
-62.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.6% | -8.9% | -8.7% |
| 7D | +16.1% | +2.9% | +13.3% | +12.4% |
| 30D | -35.9% | -2.5% | -33.4% | -33.0% |
| 3M | -60.6% | -3.3% | -57.3% | -58.5% |
| 6M | -61.4% | +1.5% | -62.9% | -61.4% |
| YTD | -57.6% | +11.4% | -69.0% | -59.8% |
| 1Y | -50.1% | +11.9% | -62.0% | -52.4% |
| All | -50.1% | +11.9% | -62.0% | -52.4% |
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