-16.2%
AVTR vs RVMD
+622.3%
-638.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -1.1% | -3.0% | +1.9% | -0.6% |
| 30D | +6.3% | -0.7% | +7.0% | +6.3% |
| 3M | +53.3% | +36.5% | +16.8% | +45.7% |
| 6M | +78.6% | +104.6% | -26.0% | +57.6% |
| YTD | +29.2% | +155.8% | -126.6% | +8.8% |
| 1Y | +13.8% | +340.7% | -326.8% | -12.8% |
| 3Y | -27.4% | +519.9% | -547.4% | -49.4% |
| 5Y | -65.0% | +584.9% | -650.0% | -77.5% |
| All | -16.2% | +622.3% | -638.5% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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