-24.6%
AVTR vs VO
+57.7%
-82.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +2.6% |
| 7D | +7.4% | +0.6% | +6.8% | +6.6% |
| 30D | +12.2% | -1.1% | +13.3% | +13.7% |
| 3M | +57.4% | +4.5% | +52.8% | +48.5% |
| 6M | +86.7% | +11.1% | +75.6% | +63.3% |
| YTD | +33.1% | +13.5% | +19.5% | +13.5% |
| 1Y | +16.1% | +14.5% | +1.7% | -1.6% |
| 3Y | -24.6% | +58.1% | -82.7% | -55.9% |
| All | -24.6% | +57.7% | -82.4% | -55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling