+508.8%
AVAV vs VEU
+149.3%
+359.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.3% |
| 7D | +3.2% | +1.7% | +1.5% | +1.5% |
| 30D | -20.3% | +1.0% | -21.3% | -21.1% |
| 3M | -19.4% | +5.6% | -25.1% | -23.7% |
| 6M | -35.3% | +13.7% | -48.9% | -43.0% |
| YTD | -38.5% | +17.7% | -56.2% | -47.5% |
| 1Y | -37.2% | +25.8% | -63.0% | -49.7% |
| 3Y | +31.1% | +77.1% | -46.0% | -25.1% |
| 5Y | +41.0% | +57.1% | -16.1% | -10.6% |
| 10Y | +508.8% | +149.8% | +358.9% | +170.9% |
| All | +508.8% | +149.3% | +359.5% | +170.9% |
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