+69.5%
VG vs AVTR
+36.7%
+32.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.6% |
| 7D | +5.5% | +0.5% | +5.0% | +5.5% |
| 30D | -3.6% | +1.5% | -5.1% | -3.4% |
| 3M | -4.0% | +14.2% | -18.2% | -2.2% |
| 6M | +9.4% | +97.4% | -88.0% | +21.6% |
| YTD | +86.6% | +37.3% | +49.4% | +108.9% |
| 1Y | +69.5% | +36.8% | +32.7% | +90.4% |
| All | +69.5% | +36.7% | +32.8% | +90.4% |
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