-99.7%
AVTX price history and return analytics
+66.2%
-166.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.0% |
| 7D | +4.0% | +1.0% | +3.0% | +3.0% |
| 30D | +7.6% | -0.2% | +7.8% | +7.8% |
| 3M | +54.7% | +4.5% | +50.2% | +48.0% |
| 6M | +13.9% | +14.1% | -0.2% | +0.8% |
| YTD | +8.5% | +14.8% | -6.2% | -4.7% |
| 1Y | +72.7% | +21.2% | +51.5% | +44.6% |
| 3Y | -11.7% | +76.6% | -88.3% | -45.4% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.8% |
| All | -99.7% | +66.2% | -166.0% | -99.8% |
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