-22.2%
RMD vs AVTR
-63.6%
+41.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.6% |
| 7D | -4.5% | +7.4% | -11.9% | -5.9% |
| 30D | +4.6% | +12.2% | -7.6% | +2.2% |
| 3M | +14.8% | +57.4% | -42.6% | +4.3% |
| 6M | -12.1% | +86.7% | -98.7% | -23.1% |
| YTD | -7.5% | +33.1% | -40.5% | -13.8% |
| 1Y | -20.1% | +16.1% | -36.2% | -24.5% |
| 3Y | +53.9% | -24.6% | +78.5% | +52.8% |
| 5Y | -22.2% | -63.5% | +41.3% | -4.3% |
| All | -22.2% | -63.6% | +41.4% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling