+2.6%
AVTR vs CHD
+38.8%
-36.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -2.0% | -4.7% | +2.7% | -0.2% |
| 30D | +8.1% | -8.3% | +16.4% | +11.6% |
| 3M | +54.2% | -4.0% | +58.2% | +56.2% |
| 6M | +82.6% | -6.5% | +89.1% | +86.3% |
| YTD | +29.8% | +13.1% | +16.8% | +22.0% |
| 1Y | +18.0% | +2.3% | +15.7% | +15.6% |
| 3Y | -26.4% | +1.8% | -28.2% | -28.6% |
| 5Y | -64.8% | +20.6% | -85.4% | -68.9% |
| All | +2.6% | +38.8% | -36.1% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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