-100.0%
AVX price history and return analytics
+70.9%
-170.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.4% |
| 7D | +2.9% | -2.0% | +4.9% | +4.8% |
| 30D | +20.4% | -1.4% | +21.8% | +21.9% |
| 3M | -24.4% | +4.7% | -29.2% | -27.8% |
| 6M | -57.8% | +11.4% | -69.2% | -61.6% |
| YTD | -79.3% | +13.1% | -92.4% | -81.3% |
| 1Y | -86.0% | +19.0% | -105.0% | -87.7% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +70.9% | -170.9% | -100.0% |
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