+8.5%
AVTR price history and return analytics
+149.4%
-140.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -0.2% |
| 7D | +0.5% | -0.7% | +1.2% | +1.3% |
| 30D | +1.5% | -1.7% | +3.3% | +3.5% |
| 3M | +14.2% | -2.3% | +16.5% | +17.0% |
| 6M | +97.4% | +1.5% | +95.8% | +92.8% |
| YTD | +37.3% | +12.0% | +25.2% | +19.8% |
| 1Y | +36.8% | +12.9% | +23.9% | +18.4% |
| 3Y | -15.2% | +74.9% | -90.2% | -55.0% |
| 5Y | -59.2% | +59.9% | -119.1% | -76.0% |
| All | +8.5% | +149.4% | -140.9% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling