+7.2%
AVTR vs AR
+390.4%
-383.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.5% | +7.4% | -6.9% | -0.3% |
| 30D | -1.0% | +5.8% | -6.8% | -1.7% |
| 3M | +12.2% | +5.2% | +7.0% | +11.4% |
| 6M | +97.5% | +5.4% | +92.0% | +95.8% |
| YTD | +35.6% | +12.4% | +23.2% | +32.9% |
| 1Y | +32.8% | +12.8% | +20.0% | +29.9% |
| 3Y | -16.5% | +47.2% | -63.7% | -21.4% |
| 5Y | -59.1% | +101.1% | -160.3% | -63.0% |
| All | +7.2% | +390.4% | -383.2% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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