+186.6%
VTI vs AVTR
+0.6%
+186.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -0.9% | -1.1% | +0.2% | -0.7% |
| 30D | -1.4% | +6.3% | -7.8% | -2.9% |
| 3M | +3.6% | +53.3% | -49.7% | -6.9% |
| 6M | +13.6% | +78.6% | -65.0% | -2.0% |
| YTD | +12.9% | +29.2% | -16.3% | +4.6% |
| 1Y | +17.2% | +13.8% | +3.4% | +10.0% |
| 3Y | +75.7% | -27.4% | +103.1% | +78.5% |
| 5Y | +75.4% | -65.0% | +140.4% | +115.1% |
| All | +186.6% | +0.6% | +186.0% | +150.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling