+122.1%
VGT vs AVTR
-26.6%
+148.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.0% | -2.0% | +1.0% | -0.8% |
| 30D | -0.4% | +8.1% | -8.5% | -1.5% |
| 3M | +6.6% | +54.2% | -47.6% | -0.6% |
| 6M | +31.0% | +82.6% | -51.5% | +18.7% |
| YTD | +27.2% | +29.8% | -2.6% | +21.0% |
| 1Y | +34.5% | +18.0% | +16.5% | +27.8% |
| All | +122.1% | -26.6% | +148.7% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling