-59.2%
AVTR vs VO
+38.8%
-98.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | -0.3% |
| 7D | +0.5% | +0.2% | +0.3% | +0.3% |
| 30D | +1.5% | +2.0% | -0.5% | -0.7% |
| 3M | +14.2% | -0.3% | +14.5% | +14.5% |
| 6M | +97.4% | +7.3% | +90.1% | +82.6% |
| YTD | +37.3% | +15.0% | +22.3% | +18.0% |
| 1Y | +36.8% | +14.7% | +22.1% | +18.0% |
| 3Y | -15.2% | +67.3% | -82.5% | -49.3% |
| 5Y | -59.2% | +38.8% | -98.0% | -70.9% |
| All | -59.2% | +38.8% | -98.0% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling