-27.1%
AVTR vs VCLT
+12.6%
-39.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | +8.4% | +0.1% | +8.3% | +8.3% |
| 3M | +50.2% | -2.9% | +53.0% | +53.9% |
| 6M | +82.6% | -4.0% | +86.5% | +89.0% |
| YTD | +29.8% | -2.2% | +32.1% | +32.5% |
| 1Y | +16.0% | -2.6% | +18.6% | +19.1% |
| All | -27.1% | +12.6% | -39.7% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling