+493.8%
AVAV vs ITOT
+293.9%
+200.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.8% | -4.8% |
| 7D | -3.2% | -0.4% | -2.8% | -2.7% |
| 30D | -25.6% | -1.6% | -24.0% | -24.1% |
| 3M | -20.2% | +3.5% | -23.8% | -22.8% |
| 6M | -38.1% | +13.1% | -51.2% | -45.2% |
| YTD | -41.8% | +12.7% | -54.5% | -48.1% |
| 1Y | -39.0% | +18.3% | -57.3% | -48.1% |
| 3Y | +24.1% | +76.4% | -52.3% | -30.7% |
| 5Y | +53.0% | +73.8% | -20.7% | -14.1% |
| 10Y | +493.8% | +301.2% | +192.6% | +22.1% |
| All | +493.8% | +293.9% | +200.0% | +22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling