+105.4%
VLO vs AVTR
+36.7%
+68.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.7% |
| 7D | -0.4% | +0.5% | -1.0% | -0.4% |
| 30D | -16.6% | +1.5% | -18.1% | -16.5% |
| 3M | +12.3% | +14.2% | -1.9% | +12.7% |
| 6M | +47.8% | +97.4% | -49.5% | +50.1% |
| YTD | +126.7% | +37.3% | +89.5% | +135.7% |
| 1Y | +105.4% | +36.8% | +68.6% | +113.4% |
| All | +105.4% | +36.7% | +68.7% | +113.4% |
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