+188.7%
TRV vs AVTR
+3.6%
+185.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.3% |
| 7D | +0.5% | +7.4% | -6.9% | -0.6% |
| 30D | -4.9% | +12.2% | -17.1% | -6.6% |
| 3M | +23.7% | +57.4% | -33.6% | +14.4% |
| 6M | +20.3% | +86.7% | -66.3% | +7.5% |
| YTD | +27.1% | +33.1% | -6.0% | +19.9% |
| 1Y | +35.3% | +16.1% | +19.2% | +29.2% |
| 3Y | +139.8% | -24.6% | +164.4% | +142.4% |
| 5Y | +153.9% | -63.5% | +217.3% | +198.3% |
| All | +188.7% | +3.6% | +185.1% | +123.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling