+90.3%
VTR vs AVTR
-64.7%
+154.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.8% | -2.0% | +0.2% | -1.6% |
| 30D | +4.0% | +8.1% | -4.1% | +3.2% |
| 3M | +7.8% | +54.2% | -46.3% | +3.4% |
| 6M | +6.4% | +82.6% | -76.2% | 0.0% |
| YTD | +18.3% | +29.8% | -11.5% | +15.1% |
| 1Y | +33.9% | +18.0% | +15.9% | +30.5% |
| 3Y | +134.3% | -26.4% | +160.8% | +140.8% |
| 5Y | +90.3% | -64.8% | +155.1% | +105.4% |
| All | +90.3% | -64.7% | +154.9% | +105.4% |
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