+101.6%
VXUS vs AVTR
+5.8%
+95.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.5% | -0.3% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -2.5% | -0.6% | -1.9% | -2.5% |
| 3M | -4.6% | +13.4% | -18.0% | -7.0% |
| 6M | -2.6% | +87.4% | -90.0% | -14.4% |
| YTD | +10.4% | +35.9% | -25.5% | +2.6% |
| 1Y | +12.9% | +35.4% | -22.5% | +4.9% |
| 3Y | +68.4% | -16.1% | +84.5% | +65.5% |
| 5Y | +47.7% | -59.4% | +107.0% | +68.8% |
| All | +101.6% | +5.8% | +95.9% | +74.4% |
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