+70.4%
VXUS vs AVTR
-13.5%
+83.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +2.5% |
| 7D | +0.8% | +1.9% | -1.2% | +0.6% |
| 30D | -1.9% | +1.5% | -3.4% | -2.1% |
| 3M | -4.4% | +17.1% | -21.5% | -6.0% |
| 6M | -2.0% | +91.5% | -93.4% | -9.1% |
| YTD | +11.1% | +38.8% | -27.7% | +6.2% |
| 1Y | +15.1% | +37.7% | -22.7% | +10.0% |
| 3Y | +70.4% | -13.5% | +83.9% | +69.7% |
| All | +70.4% | -13.5% | +83.9% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling