-27.2%
AVTR vs VLTO
+27.2%
-54.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.5% |
| 7D | +2.7% | -2.3% | +5.0% | +4.2% |
| 30D | +12.1% | -0.9% | +12.9% | +12.6% |
| 3M | +57.2% | +13.8% | +43.4% | +44.9% |
| 6M | +73.1% | +2.0% | +71.1% | +70.6% |
| YTD | +30.6% | -3.2% | +33.8% | +32.8% |
| 1Y | +13.5% | -9.2% | +22.7% | +21.2% |
| All | -27.2% | +27.2% | -54.4% | -34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling