-100.0%
AVX price history and return analytics
+66.8%
-166.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +6.6% | +1.0% | +5.6% | +5.7% |
| 30D | +4.2% | -0.2% | +4.5% | +4.4% |
| 3M | -23.3% | +4.5% | -27.9% | -26.4% |
| 6M | -58.0% | +14.1% | -72.1% | -62.3% |
| YTD | -79.6% | +14.8% | -94.4% | -81.7% |
| 1Y | -87.2% | +21.2% | -108.4% | -88.9% |
| 3Y | -100.0% | +76.6% | -176.6% | -100.0% |
| All | -100.0% | +66.8% | -166.8% | -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 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