+198.9%
VOO vs AVTR
+0.6%
+198.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -0.8% | -1.1% | +0.3% | -0.6% |
| 30D | -1.1% | +6.3% | -7.4% | -2.4% |
| 3M | +3.9% | +53.3% | -49.4% | -6.2% |
| 6M | +13.6% | +78.6% | -65.0% | -1.3% |
| YTD | +12.7% | +29.2% | -16.5% | +4.8% |
| 1Y | +17.6% | +13.8% | +3.7% | +10.7% |
| 3Y | +77.3% | -27.4% | +104.8% | +80.0% |
| 5Y | +84.1% | -65.0% | +149.1% | +123.9% |
| All | +198.9% | +0.6% | +198.2% | +162.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling