+66.6%
VT vs AVTR
-64.3%
+130.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | +0.4% | +2.7% | -2.2% | 0.0% |
| 30D | +1.0% | +12.1% | -11.1% | -0.9% |
| 3M | +2.4% | +57.2% | -54.9% | -5.8% |
| 6M | +12.0% | +73.1% | -61.1% | +0.9% |
| YTD | +15.3% | +30.6% | -15.3% | +8.9% |
| 1Y | +22.6% | +13.5% | +9.1% | +17.1% |
| 3Y | +74.7% | -31.0% | +105.7% | +80.2% |
| All | +66.6% | -64.3% | +130.9% | +98.0% |
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 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