+2.1%
AVTR vs TRU
+24.8%
-22.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.9% |
| 7D | -1.1% | -2.7% | +1.7% | +0.2% |
| 30D | +6.3% | -2.0% | +8.4% | +7.2% |
| 3M | +53.3% | +18.4% | +34.9% | +40.3% |
| 6M | +78.6% | +8.9% | +69.8% | +69.4% |
| YTD | +29.2% | -8.9% | +38.2% | +32.2% |
| 1Y | +13.8% | -15.9% | +29.7% | +20.7% |
| 3Y | -27.4% | -1.1% | -26.4% | -32.2% |
| 5Y | -65.0% | -35.2% | -29.8% | -59.6% |
| All | +2.1% | +24.8% | -22.6% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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