+3.2%
AVTR vs VIG
+148.8%
-145.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.9% |
| 7D | +2.7% | -0.4% | +3.1% | +3.2% |
| 30D | +12.1% | -1.0% | +13.0% | +13.4% |
| 3M | +57.2% | +2.8% | +54.5% | +52.1% |
| 6M | +73.1% | +8.2% | +64.9% | +57.7% |
| YTD | +30.6% | +11.0% | +19.6% | +15.7% |
| 1Y | +13.5% | +16.1% | -2.6% | -4.3% |
| 3Y | -31.0% | +56.2% | -87.2% | -57.8% |
| 5Y | -63.2% | +63.0% | -126.2% | -78.5% |
| All | +3.2% | +148.8% | -145.6% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling