+6.7%
AVTR vs DOC
-5.0%
+11.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.9% |
| 7D | -3.6% | +6.5% | -10.1% | -6.3% |
| 30D | +0.8% | +9.2% | -8.4% | -3.2% |
| 3M | +17.4% | -2.5% | +19.9% | +18.3% |
| 6M | +83.5% | +7.1% | +76.4% | +76.7% |
| YTD | +35.0% | +33.0% | +2.0% | +16.4% |
| 1Y | +36.7% | +23.3% | +13.4% | +22.2% |
| 3Y | -15.3% | +44.9% | -60.3% | -29.4% |
| 5Y | -59.5% | -21.6% | -37.9% | -57.0% |
| All | +6.7% | -5.0% | +11.6% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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