-69.0%
AVAV vs VLTO
+18.3%
-87.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.6% | -8.9% | -8.4% |
| 7D | -10.1% | +13.8% | -23.9% | -12.4% |
| 30D | -18.7% | +21.2% | -39.9% | -22.3% |
| 3M | -33.0% | +21.5% | -54.5% | -36.0% |
| 6M | -37.2% | +33.0% | -70.2% | -41.3% |
| YTD | -53.2% | +17.8% | -71.0% | -53.2% |
| 1Y | -69.0% | +18.1% | -87.1% | -69.1% |
| All | -69.0% | +18.3% | -87.3% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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