+8.5%
AVTR vs RACE
+206.5%
-198.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.5% | -3.9% | +4.4% | +2.4% |
| 30D | +1.5% | +6.8% | -5.3% | -1.7% |
| 3M | +14.2% | +1.3% | +12.9% | +13.2% |
| 6M | +97.4% | +26.3% | +71.1% | +75.0% |
| YTD | +37.3% | +13.8% | +23.5% | +26.2% |
| 1Y | +36.8% | -0.5% | +37.2% | +34.4% |
| 3Y | -15.2% | +25.6% | -40.9% | -31.1% |
| 5Y | -59.2% | +67.6% | -126.8% | -72.9% |
| All | +8.5% | +206.5% | -198.0% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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