+18.0%
AVTR vs VIG
+12.7%
+5.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | -2.0% | -2.2% | +0.2% | +1.3% |
| 30D | +8.1% | -3.2% | +11.3% | +13.5% |
| 3M | +54.2% | +3.0% | +51.2% | +44.8% |
| 6M | +82.6% | +8.1% | +74.4% | +58.3% |
| YTD | +29.8% | +9.1% | +20.8% | +11.0% |
| 1Y | +18.0% | +12.6% | +5.4% | -10.0% |
| All | +18.0% | +12.7% | +5.3% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling