+148.6%
VTV vs AVTR
+3.6%
+145.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -1.1% |
| 7D | +0.3% | +7.4% | -7.1% | -1.0% |
| 30D | +0.1% | +12.2% | -12.1% | -2.0% |
| 3M | +6.2% | +57.4% | -51.2% | -3.2% |
| 6M | +13.5% | +86.7% | -73.2% | -0.4% |
| YTD | +18.9% | +33.1% | -14.2% | +11.1% |
| 1Y | +25.8% | +16.1% | +9.6% | +19.1% |
| 3Y | +68.7% | -24.6% | +93.4% | +70.0% |
| 5Y | +80.3% | -63.5% | +143.8% | +110.6% |
| All | +148.6% | +3.6% | +145.0% | +115.5% |
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