+1,024.4%
VRT vs AVTR
-63.6%
+1,087.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.3% |
| 7D | +13.6% | +7.4% | +6.2% | +11.8% |
| 30D | +6.8% | +12.2% | -5.4% | +4.0% |
| 3M | -3.2% | +57.4% | -60.6% | -15.4% |
| 6M | +20.3% | +86.7% | -66.3% | -0.7% |
| YTD | +79.6% | +33.1% | +46.5% | +62.0% |
| 1Y | +139.0% | +16.1% | +122.9% | +119.0% |
| 3Y | +644.6% | -24.6% | +669.2% | +651.8% |
| 5Y | +1,024.4% | -63.5% | +1,087.8% | +1,654.1% |
| All | +1,024.4% | -63.6% | +1,087.9% | +1,654.1% |
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 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