-66.2%
AVAV vs VIG
+14.2%
-80.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.4% | +10.8% | +11.3% |
| 7D | -10.6% | -1.8% | -8.8% | -7.1% |
| 30D | -18.8% | +2.7% | -21.5% | -24.1% |
| 3M | -34.1% | 0.0% | -34.1% | -34.1% |
| 6M | -35.3% | +6.8% | -42.1% | -43.8% |
| YTD | -53.4% | +12.1% | -65.4% | -63.0% |
| All | -66.2% | +14.2% | -80.4% | -74.0% |
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