+9.7%
AVTR price history and return analytics
+147.8%
-138.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | 0.0% |
| 7D | +1.9% | +0.4% | +1.6% | +1.4% |
| 30D | +1.5% | -2.6% | +4.1% | +4.4% |
| 3M | +17.1% | -3.2% | +20.3% | +21.2% |
| 6M | +91.5% | +0.9% | +90.5% | +88.2% |
| YTD | +38.8% | +11.3% | +27.5% | +22.1% |
| 1Y | +37.7% | +14.0% | +23.7% | +17.8% |
| 3Y | -13.5% | +75.8% | -89.3% | -54.4% |
| 5Y | -59.3% | +57.8% | -117.1% | -75.7% |
| All | +9.7% | +147.8% | -138.0% | -59.2% |
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