+27.7%
AVAV vs VIG
+64.4%
-36.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +4.2% | +3.5% | +0.7% | 0.0% |
| 30D | -2.6% | +4.9% | -7.5% | -8.1% |
| 3M | -38.0% | +2.5% | -40.5% | -39.8% |
| 6M | -27.0% | +11.0% | -38.0% | -35.3% |
| YTD | -51.4% | +16.0% | -67.4% | -58.9% |
| 1Y | -60.2% | +17.5% | -77.8% | -66.9% |
| 3Y | -6.7% | +67.0% | -73.7% | -47.7% |
| All | +27.7% | +64.4% | -36.8% | -34.0% |
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 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