+19.2%
VCIT vs AVTR
+5.6%
+13.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.4% |
| 30D | +0.6% | -1.0% | +1.6% | +0.6% |
| 3M | -2.2% | +12.2% | -14.4% | -2.6% |
| 6M | -2.3% | +97.5% | -99.8% | -4.7% |
| YTD | -2.2% | +35.6% | -37.8% | -3.5% |
| 1Y | -1.4% | +32.8% | -34.2% | -2.6% |
| 3Y | +18.7% | -16.5% | +35.2% | +18.4% |
| 5Y | +3.6% | -59.1% | +62.7% | +5.4% |
| All | +19.2% | +5.6% | +13.6% | +17.7% |
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