+5.2%
AVTR vs VEU
+116.5%
-111.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.3% |
| 7D | +7.4% | +1.7% | +5.7% | +5.6% |
| 30D | +12.2% | +1.0% | +11.2% | +11.2% |
| 3M | +57.4% | +5.6% | +51.8% | +48.0% |
| 6M | +86.7% | +13.7% | +73.0% | +61.8% |
| YTD | +33.1% | +17.7% | +15.4% | +10.7% |
| 1Y | +16.1% | +25.8% | -9.6% | -9.6% |
| 3Y | -24.6% | +77.1% | -101.7% | -59.4% |
| 5Y | -63.5% | +57.1% | -120.6% | -77.6% |
| All | +5.2% | +116.5% | -111.3% | -54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling