-27.1%
AVTR vs VEU
+74.2%
-101.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.8% |
| 7D | +1.6% | +0.3% | +1.3% | +1.3% |
| 30D | +8.4% | +0.7% | +7.7% | +7.8% |
| 3M | +50.2% | +4.7% | +45.5% | +43.8% |
| 6M | +82.6% | +11.6% | +70.9% | +64.3% |
| YTD | +29.8% | +16.8% | +13.0% | +10.9% |
| 1Y | +16.0% | +24.9% | -8.9% | -7.2% |
| All | -27.1% | +74.2% | -101.3% | -57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling