+107.8%
RMD vs AVTR
+1.1%
+106.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.2% | -2.0% | -2.2% | -3.8% |
| 30D | -2.1% | +8.1% | -10.1% | -3.8% |
| 3M | +13.8% | +54.2% | -40.4% | +2.9% |
| 6M | -10.6% | +82.6% | -93.2% | -22.4% |
| YTD | -8.1% | +29.8% | -37.9% | -14.4% |
| 1Y | -18.0% | +18.0% | -36.0% | -23.2% |
| 3Y | +52.9% | -26.4% | +79.3% | +53.6% |
| 5Y | -22.3% | -64.8% | +42.6% | -7.0% |
| All | +107.8% | +1.1% | +106.7% | +101.1% |
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 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