+40.4%
AVAV vs VIG
+63.1%
-22.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.2% |
| 7D | -2.2% | -0.4% | -1.8% | -1.7% |
| 30D | -13.9% | -1.0% | -13.0% | -12.8% |
| 3M | -29.2% | +2.8% | -32.0% | -31.2% |
| 6M | -36.1% | +8.2% | -44.3% | -41.5% |
| YTD | -40.2% | +11.0% | -51.2% | -46.6% |
| 1Y | -36.2% | +16.1% | -52.4% | -45.7% |
| 3Y | +47.5% | +56.2% | -8.6% | -9.9% |
| All | +40.4% | +63.1% | -22.7% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling