-6.7%
AVAV vs VIG
+67.2%
-73.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +4.2% | +3.5% | +0.7% | -0.7% |
| 30D | -2.6% | +4.9% | -7.5% | -9.0% |
| 3M | -38.0% | +2.5% | -40.5% | -40.0% |
| 6M | -27.0% | +11.0% | -38.0% | -36.4% |
| YTD | -51.4% | +16.0% | -67.4% | -59.8% |
| 1Y | -60.2% | +17.5% | -77.8% | -67.6% |
| 3Y | -6.7% | +67.0% | -73.7% | -54.5% |
| All | -6.7% | +67.2% | -73.9% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling