+2.1%
AVTR vs VEU
+114.3%
-112.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.5% |
| 7D | -1.1% | -1.4% | +0.4% | +0.3% |
| 30D | +6.3% | -0.4% | +6.7% | +6.8% |
| 3M | +53.3% | +2.5% | +50.8% | +48.7% |
| 6M | +78.6% | +11.1% | +67.5% | +58.5% |
| YTD | +29.2% | +16.5% | +12.7% | +8.6% |
| 1Y | +13.8% | +22.9% | -9.1% | -9.3% |
| 3Y | -27.4% | +73.4% | -100.9% | -60.0% |
| 5Y | -65.0% | +56.1% | -121.1% | -78.4% |
| All | +2.1% | +114.3% | -112.2% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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