-27.1%
AVTR vs RVMD
+536.1%
-563.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.3% |
| 7D | -2.0% | -3.6% | +1.5% | -1.6% |
| 30D | +8.1% | -1.1% | +9.1% | +8.1% |
| 3M | +54.2% | +41.0% | +13.2% | +46.9% |
| 6M | +82.6% | +105.7% | -23.1% | +64.1% |
| YTD | +29.8% | +155.3% | -125.5% | +12.1% |
| 1Y | +18.0% | +402.7% | -384.7% | -9.6% |
| All | -27.1% | +536.1% | -563.2% | -46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling