+89.2%
VSH vs AVTR
+5.8%
+83.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.6% | +2.2% |
| 7D | -1.6% | -0.1% | -1.5% | -1.3% |
| 30D | -21.3% | -0.6% | -20.7% | -20.9% |
| 3M | -18.9% | +13.4% | -32.3% | -22.5% |
| 6M | -21.4% | +87.4% | -108.8% | -39.0% |
| YTD | +86.8% | +35.9% | +51.0% | +61.4% |
| 1Y | +85.8% | +35.4% | +50.4% | +60.3% |
| 3Y | +30.1% | -16.1% | +46.2% | +28.7% |
| 5Y | +42.8% | -59.4% | +102.2% | +80.1% |
| All | +89.2% | +5.8% | +83.4% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling