+426.2%
AVAV vs VEU
+168.5%
+257.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.2% | +10.3% | +10.3% |
| 7D | -10.6% | -1.6% | -8.9% | -9.5% |
| 30D | -18.8% | -4.3% | -14.5% | -16.1% |
| 3M | -34.1% | -5.8% | -28.3% | -31.1% |
| 6M | -35.3% | -4.4% | -31.0% | -32.9% |
| YTD | -53.4% | +8.7% | -62.0% | -55.7% |
| 1Y | -65.6% | +12.6% | -78.3% | -68.1% |
| 3Y | -5.1% | +65.2% | -70.3% | -32.1% |
| 5Y | +18.5% | +45.5% | -27.0% | -8.1% |
| 10Y | +369.8% | +142.7% | +227.1% | +170.1% |
| All | +426.2% | +168.5% | +257.6% | +177.6% |
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