+60.2%
SCHD vs AVTR
-64.6%
+124.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.4% |
| 3M | +5.7% | +53.3% | -47.6% | -1.4% |
| 6M | +11.9% | +78.6% | -66.8% | +1.5% |
| YTD | +26.4% | +29.2% | -2.8% | +20.5% |
| 1Y | +27.6% | +13.8% | +13.8% | +22.7% |
| 3Y | +54.9% | -27.4% | +82.4% | +57.8% |
| All | +60.2% | -64.6% | +124.7% | +80.1% |
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 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