+33.5%
TRV vs AVTR
+17.3%
+16.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.5% | -2.0% | +0.6% | -1.5% |
| 30D | -1.8% | +8.1% | -9.9% | -1.6% |
| 3M | +21.6% | +54.2% | -32.6% | +22.4% |
| 6M | +22.5% | +82.6% | -60.1% | +23.3% |
| YTD | +28.1% | +29.8% | -1.7% | +29.2% |
| All | +33.5% | +17.3% | +16.3% | +34.5% |
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