+13.5%
AVTR vs VO
+15.8%
-2.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | +2.7% | -0.3% | +2.9% | +3.1% |
| 30D | +12.1% | -0.3% | +12.4% | +12.6% |
| 3M | +57.2% | +2.9% | +54.3% | +50.5% |
| 6M | +73.1% | +9.3% | +63.7% | +52.3% |
| YTD | +30.6% | +14.2% | +16.4% | +6.2% |
| 1Y | +13.5% | +15.3% | -1.8% | -9.3% |
| All | +13.5% | +15.8% | -2.3% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling