+402.4%
VGT vs AVTR
+3.6%
+398.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.7% |
| 7D | +1.8% | +7.4% | -5.6% | -0.1% |
| 30D | -0.3% | +12.2% | -12.5% | -3.4% |
| 3M | +3.4% | +57.4% | -54.0% | -9.6% |
| 6M | +35.0% | +86.7% | -51.7% | +12.0% |
| YTD | +28.8% | +33.1% | -4.3% | +16.8% |
| 1Y | +38.0% | +16.1% | +21.8% | +27.2% |
| 3Y | +125.8% | -24.6% | +150.4% | +126.9% |
| 5Y | +134.7% | -63.5% | +198.2% | +196.3% |
| All | +402.4% | +3.6% | +398.8% | +350.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling