-64.8%
AVTR vs VEU
+53.0%
-117.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +1.1% |
| 7D | -2.0% | -1.9% | -0.1% | -0.4% |
| 30D | +8.1% | -0.7% | +8.8% | +8.8% |
| 3M | +54.2% | +4.9% | +49.3% | +47.0% |
| 6M | +82.6% | +9.8% | +72.7% | +66.1% |
| YTD | +29.8% | +15.3% | +14.5% | +12.2% |
| 1Y | +18.0% | +23.0% | -5.0% | -3.9% |
| 3Y | -26.4% | +73.5% | -99.9% | -56.8% |
| 5Y | -64.8% | +54.5% | -119.3% | -77.8% |
| All | -64.8% | +53.0% | -117.9% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling