-69.0%
AVAV vs ITOT
+14.7%
-83.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.5% | -9.9% | -11.4% |
| 7D | -10.1% | -0.7% | -9.4% | -8.9% |
| 30D | -18.7% | -1.1% | -17.6% | -16.9% |
| 3M | -33.0% | -0.8% | -32.2% | -31.8% |
| 6M | -37.2% | +7.0% | -44.2% | -44.4% |
| YTD | -53.2% | +13.3% | -66.5% | -62.5% |
| 1Y | -69.0% | +14.8% | -83.8% | -75.9% |
| All | -69.0% | +14.7% | -83.7% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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