-63.5%
AVTR price history and return analytics
+66.2%
-129.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +7.4% | +1.0% | +6.4% | +6.3% |
| 30D | +12.2% | -0.2% | +12.5% | +12.6% |
| 3M | +57.4% | +4.5% | +52.8% | +49.6% |
| 6M | +86.7% | +14.1% | +72.6% | +61.5% |
| YTD | +33.1% | +14.8% | +18.3% | +14.4% |
| 1Y | +16.1% | +21.2% | -5.0% | -5.6% |
| 3Y | -24.6% | +76.6% | -101.2% | -58.4% |
| 5Y | -63.5% | +66.6% | -130.1% | -78.6% |
| All | -63.5% | +66.2% | -129.7% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling