+67.0%
VSH vs AVTR
-64.4%
+131.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.4% |
| 7D | +3.5% | +1.6% | +2.0% | +2.9% |
| 30D | -4.4% | +8.4% | -12.8% | -6.9% |
| 3M | -45.8% | +50.2% | -96.0% | -53.6% |
| 6M | +90.1% | +82.6% | +7.6% | +51.2% |
| YTD | +120.3% | +29.8% | +90.5% | +95.4% |
| 1Y | +112.2% | +16.0% | +96.3% | +91.6% |
| 3Y | +36.6% | -26.4% | +63.0% | +40.5% |
| 5Y | +67.0% | -64.5% | +131.5% | +107.4% |
| All | +67.0% | -64.4% | +131.5% | +107.4% |
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