+71.2%
AVXC price history and return analytics
+49.6%
+21.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.9% |
| 7D | +0.1% | -2.0% | +2.1% | +2.3% |
| 30D | +4.1% | -1.4% | +5.5% | +5.8% |
| 3M | +5.3% | +4.7% | +0.6% | +0.7% |
| 6M | +20.2% | +11.4% | +8.9% | +9.0% |
| YTD | +31.3% | +13.1% | +18.2% | +17.7% |
| 1Y | +43.5% | +19.0% | +24.5% | +23.0% |
| All | +71.2% | +49.6% | +21.6% | +19.8% |
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 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