+77.1%
AVT vs SPY
+17.2%
+59.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.1% |
| 7D | +2.8% | -2.0% | +4.8% | +5.5% |
| 30D | -2.7% | -1.7% | -1.1% | -0.6% |
| 3M | +9.3% | +4.7% | +4.6% | +3.0% |
| 6M | +54.5% | +12.5% | +42.0% | +32.1% |
| YTD | +96.0% | +11.7% | +84.2% | +68.7% |
| 1Y | +77.1% | +17.5% | +59.6% | +39.7% |
| All | +77.1% | +17.2% | +59.9% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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