+3.8%
VCIT vs AVTR
-64.3%
+68.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -0.3% | +2.7% | -3.0% | -0.4% |
| 30D | -0.8% | +12.1% | -12.8% | -1.1% |
| 3M | -1.0% | +57.2% | -58.3% | -2.6% |
| 6M | -1.8% | +73.1% | -74.9% | -3.8% |
| YTD | -0.7% | +30.6% | -31.3% | -1.9% |
| 1Y | +1.0% | +13.5% | -12.5% | +0.1% |
| 3Y | +18.8% | -31.0% | +49.9% | +19.6% |
| All | +3.8% | -64.3% | +68.2% | +5.9% |
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