-11.2%
VG vs AVTR
+87.4%
-98.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -4.2% |
| 7D | -22.0% | -9.2% | -12.8% | -22.7% |
| 30D | -14.7% | -1.9% | -12.9% | -14.7% |
| 3M | -7.1% | +13.3% | -20.4% | -5.1% |
| 6M | -11.2% | +88.1% | -99.2% | -0.3% |
| All | -11.2% | +87.4% | -98.5% | -0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling