+379.1%
AVAV vs VEU
+147.4%
+231.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.8% | +9.8% | +9.7% |
| 7D | +3.2% | +0.8% | +2.4% | +2.7% |
| 30D | -7.4% | -1.6% | -5.8% | -5.5% |
| 3M | -32.0% | -4.2% | -27.8% | -28.9% |
| 6M | -24.6% | -1.5% | -23.1% | -22.9% |
| YTD | -47.5% | +11.7% | -59.2% | -52.6% |
| 1Y | -61.5% | +15.6% | -77.1% | -66.4% |
| 3Y | +5.5% | +71.7% | -66.3% | -37.5% |
| 5Y | +35.7% | +49.5% | -13.7% | -9.1% |
| 10Y | +379.1% | +145.6% | +233.4% | +145.0% |
| All | +379.1% | +147.4% | +231.7% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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