+575.0%
AVAV vs VEU
+192.1%
+382.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.1% |
| 7D | -2.2% | +1.1% | -3.4% | -3.0% |
| 30D | -13.9% | +2.2% | -16.1% | -15.2% |
| 3M | -29.2% | +3.0% | -32.2% | -30.5% |
| 6M | -36.1% | +10.9% | -47.0% | -40.4% |
| YTD | -40.2% | +18.2% | -58.4% | -46.5% |
| 1Y | -36.2% | +28.3% | -64.5% | -46.0% |
| 3Y | +47.5% | +74.6% | -27.1% | +1.2% |
| 5Y | +39.3% | +56.4% | -17.1% | +2.4% |
| 10Y | +482.6% | +153.0% | +329.5% | +223.4% |
| All | +575.0% | +192.1% | +382.9% | +235.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling