+248.8%
VUG vs AVTR
+1.7%
+247.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +1.0% | -0.1% |
| 7D | -0.1% | +2.7% | -2.8% | -0.8% |
| 30D | -0.3% | +12.1% | -12.4% | -3.1% |
| 3M | -0.7% | +57.2% | -57.9% | -12.2% |
| 6M | +14.6% | +73.1% | -58.4% | -1.5% |
| YTD | +9.0% | +30.6% | -21.6% | +0.1% |
| 1Y | +14.9% | +13.5% | +1.4% | +7.2% |
| 3Y | +86.0% | -31.0% | +117.1% | +92.1% |
| 5Y | +76.7% | -63.2% | +139.9% | +118.4% |
| All | +248.8% | +1.7% | +247.1% | +211.8% |
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