+2.6%
AVTR price history and return analytics
+151.6%
-149.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.9% |
| 7D | -2.0% | -2.0% | 0.0% | +0.2% |
| 30D | +8.1% | -1.4% | +9.5% | +9.9% |
| 3M | +54.2% | +4.7% | +49.5% | +45.7% |
| 6M | +82.6% | +11.4% | +71.2% | +60.8% |
| YTD | +29.8% | +13.1% | +16.8% | +12.5% |
| 1Y | +18.0% | +19.0% | -1.0% | -3.4% |
| 3Y | -26.4% | +73.9% | -100.4% | -60.7% |
| 5Y | -64.8% | +65.4% | -130.2% | -80.0% |
| All | +2.6% | +151.6% | -149.0% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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