-15.6%
VMC vs AVTR
+16.7%
-32.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.9% |
| 7D | -3.8% | -1.1% | -2.7% | -3.6% |
| 30D | -9.7% | +6.3% | -16.0% | -10.4% |
| 3M | -9.6% | +53.3% | -62.9% | -14.7% |
| 6M | -4.8% | +78.6% | -83.5% | -12.2% |
| YTD | -10.9% | +29.2% | -40.1% | -15.1% |
| 1Y | -15.6% | +13.8% | -29.4% | -20.6% |
| All | -15.6% | +16.7% | -32.3% | -20.6% |
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