-37.2%
AVAV vs VIG
+14.9%
-52.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +4.8% |
| 7D | +3.2% | -0.4% | +3.6% | +4.2% |
| 30D | -20.3% | -2.1% | -18.2% | -16.0% |
| 3M | -19.4% | +3.3% | -22.8% | -24.9% |
| 6M | -35.3% | +9.3% | -44.5% | -45.9% |
| YTD | -38.5% | +10.1% | -48.6% | -48.9% |
| 1Y | -37.2% | +14.7% | -51.9% | -49.9% |
| All | -37.2% | +14.9% | -52.1% | -49.9% |
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