+7.2%
AVTR vs WCC
+546.0%
-538.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | 0.0% |
| 7D | +0.5% | +9.9% | -9.5% | -2.3% |
| 30D | -1.0% | -8.4% | +7.4% | +0.9% |
| 3M | +12.2% | -10.3% | +22.5% | +14.4% |
| 6M | +97.5% | -10.5% | +107.9% | +98.8% |
| YTD | +35.6% | +32.2% | +3.4% | +19.5% |
| 1Y | +32.8% | +25.5% | +7.3% | +18.9% |
| 3Y | -16.5% | +134.7% | -151.2% | -42.3% |
| 5Y | -59.1% | +139.9% | -199.1% | -73.6% |
| All | +7.2% | +546.0% | -538.8% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling