-41.4%
CSGP vs AVTR
+5.8%
-47.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.3% |
| 7D | -3.2% | -0.1% | -3.0% | -3.1% |
| 30D | +2.2% | -0.6% | +2.9% | +2.4% |
| 3M | -3.7% | +13.4% | -17.1% | -7.5% |
| 6M | -7.4% | +87.4% | -94.8% | -25.0% |
| YTD | -54.9% | +35.9% | -90.8% | -59.7% |
| 1Y | -54.9% | +35.4% | -90.3% | -59.8% |
| 3Y | -61.9% | -16.1% | -45.8% | -62.4% |
| 5Y | -63.1% | -59.4% | -3.7% | -54.4% |
| All | -41.4% | +5.8% | -47.2% | -46.6% |
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