+5.2%
VTRS vs AVTR
+1.1%
+4.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.8% | -0.1% |
| 7D | -3.5% | +1.6% | -5.0% | -3.8% |
| 30D | +2.1% | +8.4% | -6.3% | +0.2% |
| 3M | +2.6% | +50.2% | -47.5% | -7.1% |
| 6M | +17.8% | +82.6% | -64.8% | +1.5% |
| YTD | +35.7% | +29.8% | +5.8% | +25.9% |
| 1Y | +63.5% | +16.0% | +47.5% | +53.3% |
| 3Y | +85.1% | -26.4% | +111.6% | +87.9% |
| 5Y | +42.5% | -64.5% | +107.0% | +67.1% |
| All | +5.2% | +1.1% | +4.1% | -7.3% |
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