+154.0%
SCHD vs AVTR
+0.6%
+153.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -2.0% | -1.1% | -0.9% | -1.8% |
| 30D | -0.4% | +6.3% | -6.7% | -1.6% |
| 3M | +5.7% | +53.3% | -47.6% | -2.9% |
| 6M | +11.9% | +78.6% | -66.8% | -0.6% |
| YTD | +26.4% | +29.2% | -2.8% | +19.0% |
| 1Y | +27.6% | +13.8% | +13.8% | +21.5% |
| 3Y | +54.9% | -27.4% | +82.4% | +57.5% |
| 5Y | +60.9% | -65.0% | +125.9% | +88.0% |
| All | +154.0% | +0.6% | +153.4% | +128.1% |
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