+47.6%
CVS vs AVTR
-16.2%
+63.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +6.6% | +0.5% | +6.1% | +6.5% |
| 30D | -0.4% | -1.0% | +0.6% | -0.4% |
| 3M | -5.3% | +12.2% | -17.5% | -6.2% |
| 6M | -7.7% | +97.5% | -105.2% | -13.4% |
| YTD | +16.0% | +35.6% | -19.6% | +12.6% |
| 1Y | +16.2% | +32.8% | -16.6% | +12.9% |
| 3Y | +47.6% | -16.5% | +64.1% | +68.6% |
| All | +47.6% | -16.2% | +63.7% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling