-65.0%
AVTR vs VYM
+77.5%
-142.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -1.3% |
| 7D | -1.1% | -0.8% | -0.3% | -0.1% |
| 30D | +6.3% | -2.2% | +8.6% | +9.2% |
| 3M | +53.3% | +3.1% | +50.2% | +47.5% |
| 6M | +78.6% | +9.7% | +68.9% | +59.3% |
| YTD | +29.2% | +14.9% | +14.3% | +9.1% |
| 1Y | +13.8% | +17.6% | -3.7% | -6.4% |
| 3Y | -27.4% | +65.3% | -92.7% | -58.5% |
| All | -65.0% | +77.5% | -142.5% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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