+13.5%
AVTR vs IVZ
+56.4%
-43.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.8% |
| 7D | +2.7% | +0.6% | +2.0% | +2.5% |
| 30D | +12.1% | +4.0% | +8.0% | +10.7% |
| 3M | +57.2% | +18.2% | +39.1% | +46.9% |
| 6M | +73.1% | +32.8% | +40.2% | +52.5% |
| YTD | +30.6% | +28.7% | +1.9% | +16.8% |
| 1Y | +13.5% | +55.4% | -41.9% | -10.2% |
| All | +13.5% | +56.4% | -43.0% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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