+187.6%
VTI vs AVTR
+3.6%
+184.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -1.0% |
| 7D | +0.6% | +7.4% | -6.7% | -1.0% |
| 30D | -1.1% | +12.2% | -13.3% | -3.7% |
| 3M | +3.9% | +57.4% | -53.5% | -7.2% |
| 6M | +14.6% | +86.7% | -72.0% | -2.2% |
| YTD | +13.3% | +33.1% | -19.8% | +4.3% |
| 1Y | +19.2% | +16.1% | +3.0% | +11.3% |
| 3Y | +77.4% | -24.6% | +102.0% | +78.6% |
| 5Y | +74.0% | -63.5% | +137.5% | +111.2% |
| All | +187.6% | +3.6% | +184.0% | +150.1% |
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