+127.4%
CVS vs AVTR
+1.1%
+126.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.0% | -2.0% | +0.1% | -1.7% |
| 30D | +1.9% | +8.1% | -6.1% | +0.8% |
| 3M | -2.2% | +54.2% | -56.4% | -8.4% |
| 6M | +26.7% | +82.6% | -55.8% | +15.5% |
| YTD | +22.9% | +29.8% | -7.0% | +17.2% |
| 1Y | +32.9% | +18.0% | +14.9% | +27.5% |
| 3Y | +62.3% | -26.4% | +88.7% | +64.8% |
| 5Y | +34.2% | -64.8% | +99.1% | +51.3% |
| All | +127.4% | +1.1% | +126.4% | +110.7% |
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