+2.1%
AVTR vs RSG
+192.6%
-190.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.9% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | +6.3% | +4.0% | +2.4% | +3.9% |
| 3M | +53.3% | +7.4% | +45.9% | +46.7% |
| 6M | +78.6% | +0.1% | +78.5% | +76.9% |
| YTD | +29.2% | +6.0% | +23.2% | +23.1% |
| 1Y | +13.8% | -3.0% | +16.8% | +14.9% |
| 3Y | -27.4% | +56.5% | -83.9% | -48.5% |
| 5Y | -65.0% | +90.9% | -155.9% | -78.9% |
| All | +2.1% | +192.6% | -190.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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