+9.7%
AVTR vs RACE
+208.8%
-199.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.5% |
| 7D | +1.9% | +3.9% | -2.0% | 0.0% |
| 30D | +1.5% | +7.4% | -5.9% | -2.0% |
| 3M | +17.1% | +1.6% | +15.5% | +15.8% |
| 6M | +91.5% | +23.3% | +68.1% | +71.8% |
| YTD | +38.8% | +14.7% | +24.2% | +27.2% |
| 1Y | +37.7% | +2.5% | +35.2% | +33.3% |
| 3Y | -13.5% | +28.0% | -41.5% | -30.4% |
| 5Y | -59.3% | +69.8% | -129.1% | -73.2% |
| All | +9.7% | +208.8% | -199.0% | -50.6% |
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