+112.8%
VXUS vs AVTR
+1.1%
+111.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.3% |
| 7D | +0.3% | +1.6% | -1.3% | 0.0% |
| 30D | +0.7% | +8.4% | -7.7% | -0.9% |
| 3M | +4.8% | +50.2% | -45.4% | -3.6% |
| 6M | +11.3% | +82.6% | -71.2% | -1.7% |
| YTD | +16.5% | +29.8% | -13.3% | +9.4% |
| 1Y | +24.3% | +16.0% | +8.3% | +17.6% |
| 3Y | +74.5% | -26.4% | +100.9% | +76.4% |
| 5Y | +54.3% | -64.5% | +118.8% | +81.5% |
| All | +112.8% | +1.1% | +111.7% | +85.8% |
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 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