-15.3%
AVTR vs VLTO
+69.5%
-84.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.9% |
| 7D | -3.6% | +5.4% | -9.0% | -6.6% |
| 30D | +0.8% | +22.3% | -21.5% | -11.4% |
| 3M | +17.4% | +19.6% | -2.2% | +4.6% |
| 6M | +83.5% | +35.2% | +48.4% | +50.9% |
| YTD | +35.0% | +17.9% | +17.1% | +21.3% |
| 1Y | +36.7% | +19.5% | +17.1% | +21.1% |
| 3Y | -15.3% | +73.9% | -89.2% | -31.3% |
| All | -15.3% | +69.5% | -84.8% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling