+104.6%
VGT vs AVTR
-58.9%
+163.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +2.5% | +0.5% | +2.0% | +2.4% |
| 30D | -9.5% | -1.0% | -8.5% | -9.3% |
| 3M | -9.5% | +12.2% | -21.7% | -11.8% |
| 6M | -1.8% | +97.5% | -99.2% | -16.8% |
| YTD | +18.4% | +35.6% | -17.2% | +8.7% |
| 1Y | +18.7% | +32.8% | -14.1% | +9.4% |
| 3Y | +103.8% | -16.5% | +120.3% | +98.8% |
| All | +104.6% | -58.9% | +163.6% | +171.7% |
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