+42.2%
VNQ vs AVTR
+1.1%
+41.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.5% |
| 7D | -0.9% | +1.6% | -2.4% | -1.2% |
| 30D | -2.2% | +8.4% | -10.6% | -4.0% |
| 3M | -1.9% | +50.2% | -52.1% | -11.2% |
| 6M | +3.2% | +82.6% | -79.3% | -11.2% |
| YTD | +9.4% | +29.8% | -20.5% | +1.4% |
| 1Y | +7.5% | +16.0% | -8.5% | +0.8% |
| 3Y | +31.1% | -26.4% | +57.5% | +33.4% |
| 5Y | +6.6% | -64.5% | +71.0% | +29.4% |
| All | +42.2% | +1.1% | +41.1% | +20.1% |
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