+38.9%
IGV vs AVTR
-26.6%
+65.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.4% |
| 7D | -1.5% | +1.6% | -3.1% | -1.8% |
| 30D | -3.0% | +8.4% | -11.4% | -4.3% |
| 3M | +9.6% | +50.2% | -40.6% | +1.9% |
| 6M | +16.1% | +82.6% | -66.5% | +4.2% |
| YTD | -3.6% | +29.8% | -33.5% | -8.9% |
| 1Y | -7.8% | +16.0% | -23.8% | -12.4% |
| All | +38.9% | -26.6% | +65.5% | +41.1% |
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