+11.1%
VT vs AVTR
+32.3%
-21.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -3.8% |
| 7D | -4.2% | -9.2% | +5.1% | -3.4% |
| 30D | -5.8% | -1.9% | -3.9% | -5.6% |
| 3M | -5.2% | +13.3% | -18.6% | -6.2% |
| 6M | +0.1% | +88.1% | -87.9% | -6.9% |
| YTD | +8.2% | +32.1% | -23.9% | +3.5% |
| All | +11.1% | +32.3% | -21.2% | +6.0% |
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