+601.6%
VLO vs AVTR
-63.6%
+665.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.9% | +1.4% | +3.1% |
| 7D | +5.8% | +7.4% | -1.6% | +4.9% |
| 30D | +28.3% | +12.2% | +16.1% | +26.6% |
| 3M | +48.7% | +57.4% | -8.6% | +40.3% |
| 6M | +71.9% | +86.7% | -14.8% | +58.0% |
| YTD | +138.7% | +33.1% | +105.6% | +129.6% |
| 1Y | +148.5% | +16.1% | +132.3% | +140.8% |
| 3Y | +192.7% | -24.6% | +217.3% | +197.0% |
| 5Y | +601.6% | -63.5% | +665.1% | +621.3% |
| All | +601.6% | -63.6% | +665.2% | +621.3% |
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