+210.4%
MSCI vs AVTR
+8.1%
+202.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.1% |
| 7D | +1.5% | +1.9% | -0.5% | +0.8% |
| 30D | +14.4% | +1.5% | +12.9% | +13.7% |
| 3M | +15.2% | +17.1% | -1.9% | +9.0% |
| 6M | +11.2% | +91.5% | -80.2% | -12.3% |
| YTD | +13.9% | +38.8% | -24.9% | -0.8% |
| 1Y | +12.5% | +37.7% | -25.2% | -2.1% |
| 3Y | +32.3% | -13.5% | +45.8% | +24.8% |
| 5Y | +4.9% | -59.3% | +64.2% | +37.5% |
| All | +210.4% | +8.1% | +202.3% | +149.2% |
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