+59.4%
VEA vs AVTR
-64.7%
+124.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.1% | -2.0% | 0.0% | -1.8% |
| 30D | -1.1% | +8.1% | -9.1% | -2.2% |
| 3M | +5.1% | +54.2% | -49.1% | -2.3% |
| 6M | +9.8% | +82.6% | -72.8% | -0.9% |
| YTD | +15.9% | +29.8% | -13.9% | +10.1% |
| 1Y | +24.6% | +18.0% | +6.6% | +18.6% |
| 3Y | +75.5% | -26.4% | +102.0% | +77.9% |
| 5Y | +59.4% | -64.8% | +124.2% | +83.8% |
| All | +59.4% | -64.7% | +124.1% | +83.8% |
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