+25.2%
VZ vs AVTR
+37.4%
-12.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.1% |
| 7D | +6.9% | -6.2% | +13.2% | +6.5% |
| 30D | +2.3% | -1.0% | +3.3% | +2.2% |
| 3M | 0.0% | +14.4% | -14.4% | +0.8% |
| 6M | +0.2% | +95.9% | -95.6% | +5.2% |
| YTD | +20.9% | +36.6% | -15.7% | +22.8% |
| 1Y | +25.2% | +35.1% | -9.9% | +28.2% |
| All | +25.2% | +37.4% | -12.2% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling