+51.8%
VG vs AVTR
+37.4%
+14.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.4% | -8.1% | -7.7% |
| 7D | -16.4% | -6.2% | -10.1% | -17.0% |
| 30D | -10.8% | -1.0% | -9.8% | -10.8% |
| 3M | -6.3% | +14.4% | -20.7% | -4.5% |
| 6M | -12.5% | +95.9% | -108.4% | -3.0% |
| YTD | +76.9% | +36.6% | +40.3% | +97.4% |
| 1Y | +51.8% | +35.1% | +16.6% | +72.8% |
| All | +51.8% | +37.4% | +14.4% | +72.8% |
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 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