+101.6%
VXUS vs AVTR
+6.1%
+95.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +2.3% | +3.2% | -0.9% | +1.7% |
| 30D | -2.2% | +0.5% | -2.7% | -2.3% |
| 3M | -5.4% | +12.1% | -17.5% | -7.5% |
| 6M | -1.2% | +91.2% | -92.4% | -13.4% |
| YTD | +10.4% | +36.3% | -25.9% | +2.6% |
| 1Y | +11.8% | +35.2% | -23.4% | +3.9% |
| 3Y | +68.4% | -15.8% | +84.2% | +65.4% |
| 5Y | +45.9% | -58.9% | +104.8% | +66.4% |
| All | +101.6% | +6.1% | +95.5% | +74.3% |
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 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