+27.6%
SCHD vs AVTR
+16.7%
+10.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -2.0% | -1.1% | -0.9% | -1.9% |
| 30D | -0.4% | +6.3% | -6.7% | -0.8% |
| 3M | +5.7% | +53.3% | -47.6% | +3.0% |
| 6M | +11.9% | +78.6% | -66.8% | +7.7% |
| YTD | +26.4% | +29.2% | -2.8% | +24.2% |
| 1Y | +27.6% | +13.8% | +13.8% | +25.0% |
| All | +27.6% | +16.7% | +10.9% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling