+147.9%
VTV vs AVTR
+0.6%
+147.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -1.1% | -1.1% | 0.0% | -0.9% |
| 30D | -1.0% | +6.3% | -7.3% | -2.2% |
| 3M | +4.6% | +53.3% | -48.7% | -4.1% |
| 6M | +13.5% | +78.6% | -65.1% | +0.5% |
| YTD | +18.5% | +29.2% | -10.7% | +11.3% |
| 1Y | +22.9% | +13.8% | +9.1% | +16.8% |
| 3Y | +67.8% | -27.4% | +95.3% | +70.4% |
| 5Y | +81.8% | -65.0% | +146.9% | +114.3% |
| All | +147.9% | +0.6% | +147.3% | +116.0% |
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