+55.4%
VXUS vs AVTR
-63.6%
+119.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | -0.6% |
| 7D | +1.6% | +7.4% | -5.8% | +0.5% |
| 30D | +1.0% | +12.2% | -11.2% | -0.7% |
| 3M | +5.7% | +57.4% | -51.7% | -1.6% |
| 6M | +13.6% | +86.7% | -73.1% | +2.7% |
| YTD | +17.4% | +33.1% | -15.7% | +11.3% |
| 1Y | +25.1% | +16.1% | +8.9% | +19.8% |
| 3Y | +75.8% | -24.6% | +100.4% | +77.4% |
| 5Y | +55.4% | -63.5% | +118.9% | +77.0% |
| All | +55.4% | -63.6% | +119.0% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling