+109.0%
VSH vs AVTR
+17.0%
+92.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +2.8% | -2.0% | +4.8% | +3.0% |
| 30D | -6.0% | +8.1% | -14.1% | -6.9% |
| 3M | -42.6% | +54.2% | -96.8% | -47.4% |
| 6M | +82.1% | +82.6% | -0.5% | +60.0% |
| YTD | +117.5% | +29.8% | +87.7% | +101.5% |
| 1Y | +109.0% | +18.0% | +91.0% | +87.1% |
| All | +109.0% | +17.0% | +92.0% | +87.1% |
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 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