+143.8%
IGV vs AVTR
+1.7%
+142.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.8% |
| 7D | -4.5% | +2.7% | -7.2% | -5.2% |
| 30D | +3.2% | +12.1% | -8.8% | -0.1% |
| 3M | +4.5% | +57.2% | -52.7% | -9.3% |
| 6M | +22.1% | +73.1% | -51.0% | +2.5% |
| YTD | -1.0% | +30.6% | -31.7% | -10.1% |
| 1Y | -2.1% | +13.5% | -15.6% | -9.3% |
| 3Y | +44.6% | -31.0% | +75.6% | +50.2% |
| 5Y | +22.2% | -63.2% | +85.4% | +56.4% |
| All | +143.8% | +1.7% | +142.1% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling