-36.2%
AVAV vs VIG
+16.9%
-53.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -0.6% |
| 7D | -2.2% | -0.4% | -1.8% | -1.1% |
| 30D | -13.9% | -1.0% | -13.0% | -11.6% |
| 3M | -29.2% | +2.8% | -32.0% | -33.0% |
| 6M | -36.1% | +8.2% | -44.3% | -45.4% |
| YTD | -40.2% | +11.0% | -51.2% | -51.3% |
| 1Y | -36.2% | +16.1% | -52.4% | -50.8% |
| All | -36.2% | +16.9% | -53.1% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling