+702.3%
AVT vs SPY
+3,091.8%
-2,389.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | +3.9% | +0.1% | +3.8% | +3.7% |
| 30D | -5.3% | +0.1% | -5.4% | -5.4% |
| 3M | +4.5% | +2.0% | +2.5% | +2.4% |
| 6M | +45.9% | +13.0% | +32.9% | +27.9% |
| YTD | +93.3% | +13.5% | +79.7% | +68.5% |
| 1Y | +76.0% | +20.0% | +56.0% | +44.2% |
| 3Y | +94.5% | +77.2% | +17.3% | +3.2% |
| 5Y | +164.3% | +81.9% | +82.5% | +34.8% |
| 10Y | +175.2% | +314.1% | -138.9% | -42.7% |
| All | +702.3% | +3,091.8% | -2,389.5% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling