+51.8%
AVAV vs VEU
+75.1%
-23.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.3% |
| 7D | -2.2% | +1.1% | -3.4% | -3.4% |
| 30D | -13.9% | +2.2% | -16.1% | -15.8% |
| 3M | -29.2% | +3.0% | -32.2% | -31.3% |
| 6M | -36.1% | +10.9% | -47.0% | -42.7% |
| YTD | -40.2% | +18.2% | -58.4% | -49.7% |
| 1Y | -36.2% | +28.3% | -64.5% | -50.3% |
| All | +51.8% | +75.1% | -23.3% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling