+16.0%
AVTR vs VO
+13.6%
+2.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.3% |
| 7D | +1.6% | -0.6% | +2.2% | +2.5% |
| 30D | +8.4% | -1.9% | +10.3% | +11.4% |
| 3M | +50.2% | +3.3% | +46.9% | +42.7% |
| 6M | +82.6% | +9.7% | +72.9% | +59.0% |
| YTD | +29.8% | +12.6% | +17.2% | +7.7% |
| 1Y | +16.0% | +13.6% | +2.3% | -6.3% |
| All | +16.0% | +13.6% | +2.4% | -6.3% |
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