+9.4%
BND vs AVTR
+0.6%
+8.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | -1.1% | +6.3% | -7.4% | -1.3% |
| 3M | -1.9% | +53.3% | -55.2% | -2.9% |
| 6M | -1.6% | +78.6% | -80.3% | -3.1% |
| YTD | -1.2% | +29.2% | -30.5% | -2.0% |
| 1Y | -0.7% | +13.8% | -14.6% | -1.4% |
| 3Y | +12.5% | -27.4% | +40.0% | +12.7% |
| 5Y | -2.5% | -65.0% | +62.5% | -0.9% |
| All | +9.4% | +0.6% | +8.8% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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