+2.6%
AVTR vs VO
+122.1%
-119.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.0% |
| 7D | -2.0% | -2.5% | +0.4% | +0.7% |
| 30D | +8.1% | -3.2% | +11.3% | +12.0% |
| 3M | +54.2% | +3.9% | +50.3% | +47.7% |
| 6M | +82.6% | +9.6% | +72.9% | +65.3% |
| YTD | +29.8% | +11.6% | +18.3% | +15.6% |
| 1Y | +18.0% | +12.6% | +5.4% | +4.5% |
| 3Y | -26.4% | +55.4% | -81.8% | -53.1% |
| 5Y | -64.8% | +41.8% | -106.7% | -75.4% |
| All | +2.6% | +122.1% | -119.5% | -52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling