+13.5%
AVTR vs VCLT
-0.4%
+13.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.6% |
| 7D | +2.7% | -0.5% | +3.2% | +3.4% |
| 30D | +12.1% | -0.9% | +12.9% | +13.2% |
| 3M | +57.2% | -3.2% | +60.5% | +65.5% |
| 6M | +73.1% | -3.8% | +76.9% | +84.5% |
| YTD | +30.6% | -2.0% | +32.6% | +34.0% |
| 1Y | +13.5% | -0.8% | +14.3% | +22.9% |
| All | +13.5% | -0.4% | +13.9% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling