+2.6%
AVTR vs VTEB
+10.5%
-7.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.7% |
| 7D | -2.0% | -1.2% | -0.8% | -0.8% |
| 30D | +8.1% | -2.9% | +10.9% | +11.3% |
| 3M | +54.2% | -3.2% | +57.3% | +59.3% |
| 6M | +82.6% | -2.6% | +85.2% | +87.7% |
| YTD | +29.8% | -1.8% | +31.7% | +32.5% |
| 1Y | +18.0% | +0.2% | +17.8% | +18.2% |
| 3Y | -26.4% | +8.2% | -34.7% | -31.5% |
| 5Y | -64.8% | +0.8% | -65.7% | -65.5% |
| All | +2.6% | +10.5% | -7.9% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling