-64.8%
AVTR vs VIG
+62.2%
-127.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.8% |
| 7D | +1.6% | -1.2% | +2.7% | +3.1% |
| 30D | +8.4% | -2.8% | +11.2% | +12.3% |
| 3M | +50.2% | +2.5% | +47.7% | +45.3% |
| 6M | +82.6% | +8.1% | +74.5% | +65.3% |
| YTD | +29.8% | +9.6% | +20.3% | +16.0% |
| 1Y | +16.0% | +14.2% | +1.8% | -1.1% |
| 3Y | -26.4% | +56.1% | -82.6% | -55.7% |
| All | -64.8% | +62.2% | -127.1% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling