+7.2%
AVTR vs VEU
+104.0%
-96.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +0.5% | +2.1% | -1.6% | -1.6% |
| 30D | -1.0% | -0.9% | -0.1% | -0.1% |
| 3M | +12.2% | -5.4% | +17.6% | +18.4% |
| 6M | +97.5% | -1.8% | +99.2% | +99.4% |
| YTD | +35.6% | +10.9% | +24.7% | +19.5% |
| 1Y | +32.8% | +13.6% | +19.2% | +14.2% |
| 3Y | -16.5% | +69.3% | -85.7% | -53.0% |
| 5Y | -59.1% | +48.1% | -107.2% | -73.5% |
| All | +7.2% | +104.0% | -96.9% | -51.0% |
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