-25.8%
AVTR vs VLTO
+26.2%
-52.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.4% |
| 7D | +7.4% | -1.6% | +9.0% | +8.5% |
| 30D | +12.2% | -2.9% | +15.1% | +14.2% |
| 3M | +57.4% | +12.7% | +44.7% | +46.1% |
| 6M | +86.7% | +1.6% | +85.1% | +84.4% |
| YTD | +33.1% | -4.0% | +37.0% | +36.0% |
| 1Y | +16.1% | -10.2% | +26.3% | +24.9% |
| All | -25.8% | +26.2% | -52.0% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling