+359.3%
AVAV vs VEU
+144.2%
+215.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.0% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | -9.9% | -2.3% | -7.6% | -7.4% |
| 3M | -34.7% | -4.4% | -30.3% | -31.5% |
| 6M | -26.6% | -2.2% | -24.5% | -24.5% |
| YTD | -48.9% | +10.9% | -59.9% | -53.6% |
| 1Y | -63.0% | +13.4% | -76.4% | -67.1% |
| 3Y | +1.6% | +69.7% | -68.1% | -39.1% |
| 5Y | +34.5% | +50.0% | -15.5% | -10.3% |
| 10Y | +359.3% | +145.8% | +213.5% | +137.0% |
| All | +359.3% | +144.2% | +215.1% | +137.0% |
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