+7.2%
AVTR vs TD
+204.2%
-197.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.5% | +1.1% | -0.7% | -0.2% |
| 30D | -1.0% | +5.2% | -6.2% | -3.8% |
| 3M | +12.2% | +1.2% | +11.0% | +11.2% |
| 6M | +97.5% | +17.7% | +79.7% | +78.1% |
| YTD | +35.6% | +34.2% | +1.4% | +13.3% |
| 1Y | +32.8% | +55.4% | -22.6% | +1.8% |
| 3Y | -16.5% | +130.4% | -146.9% | -49.8% |
| 5Y | -59.1% | +101.8% | -160.9% | -73.8% |
| All | +7.2% | +204.2% | -197.0% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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