-69.0%
AVAV vs VIG
+19.5%
-88.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.1% | -10.5% | -12.9% |
| 7D | -10.1% | +2.7% | -12.8% | -15.6% |
| 30D | -18.7% | +7.0% | -25.7% | -30.9% |
| 3M | -33.0% | +4.0% | -37.0% | -38.8% |
| 6M | -37.2% | +12.3% | -49.5% | -51.3% |
| YTD | -53.2% | +16.4% | -69.6% | -66.1% |
| 1Y | -69.0% | +19.2% | -88.2% | -79.0% |
| All | -69.0% | +19.5% | -88.5% | -79.0% |
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