+73.1%
VOO vs AVTR
-58.9%
+132.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +2.6% | +0.5% | +2.1% | +2.5% |
| 30D | -2.0% | -1.0% | -1.0% | -1.9% |
| 3M | -2.8% | +12.2% | -15.0% | -4.8% |
| 6M | +2.2% | +97.5% | -95.3% | -10.3% |
| YTD | +11.5% | +35.6% | -24.1% | +4.3% |
| 1Y | +13.5% | +32.8% | -19.3% | +6.4% |
| 3Y | +78.1% | -16.5% | +94.6% | +75.2% |
| All | +73.1% | -58.9% | +132.0% | +108.2% |
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