+82.9%
VTR vs AVTR
+3.6%
+79.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.9% |
| 7D | -2.4% | +7.4% | -9.8% | -4.2% |
| 30D | -3.7% | +12.2% | -16.0% | -6.6% |
| 3M | +13.5% | +57.4% | -43.8% | +0.1% |
| 6M | +7.2% | +86.7% | -79.5% | -10.5% |
| YTD | +17.6% | +33.1% | -15.5% | +6.9% |
| 1Y | +35.4% | +16.1% | +19.2% | +25.0% |
| 3Y | +132.8% | -24.6% | +157.5% | +134.0% |
| 5Y | +88.7% | -63.5% | +152.1% | +146.7% |
| All | +82.9% | +3.6% | +79.3% | +14.5% |
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