+5.6%
CVS vs AVTR
+37.4%
-31.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.4% | -12.9% | -12.5% |
| 7D | -11.1% | -6.2% | -4.9% | -11.1% |
| 30D | -7.4% | -1.0% | -6.4% | -7.4% |
| 3M | -22.9% | +14.4% | -37.3% | -22.7% |
| 6M | -1.2% | +95.9% | -97.1% | -1.7% |
| YTD | +3.9% | +36.6% | -32.7% | +3.0% |
| 1Y | +5.6% | +35.1% | -29.6% | +5.5% |
| All | +5.6% | +37.4% | -31.8% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling