+148.3%
VLO vs AVTR
+17.0%
+131.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -2.0% | +6.0% | +3.9% |
| 30D | +19.0% | +8.1% | +10.9% | +19.4% |
| 3M | +50.0% | +54.2% | -4.2% | +52.8% |
| 6M | +79.1% | +82.6% | -3.4% | +83.8% |
| YTD | +140.3% | +29.8% | +110.4% | +146.1% |
| 1Y | +148.3% | +18.0% | +130.3% | +156.8% |
| All | +148.3% | +17.0% | +131.3% | +156.8% |
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 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