+8.5%
AVTR vs RVTY
+85.7%
-77.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.4% |
| 7D | +0.5% | -0.7% | +1.3% | +1.0% |
| 30D | +1.5% | +1.7% | -0.2% | -0.3% |
| 3M | +14.2% | +36.8% | -22.6% | -9.7% |
| 6M | +97.4% | +60.1% | +37.3% | +39.4% |
| YTD | +37.3% | +64.0% | -26.7% | -5.5% |
| 1Y | +36.8% | +68.2% | -31.4% | -7.5% |
| 3Y | -15.2% | +88.8% | -104.0% | -47.9% |
| 5Y | -59.2% | -10.5% | -48.6% | -58.9% |
| All | +8.5% | +85.7% | -77.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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