-62.0%
AVAV vs VLTO
+20.2%
-82.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.8% | +11.8% | +12.4% |
| 7D | +3.2% | +2.0% | +1.1% | +2.8% |
| 30D | -7.4% | +21.8% | -29.2% | -11.3% |
| 3M | -32.0% | +20.2% | -52.2% | -34.6% |
| 6M | -24.6% | +36.3% | -60.9% | -29.7% |
| YTD | -47.5% | +18.8% | -66.3% | -47.6% |
| All | -62.0% | +20.2% | -82.2% | -62.1% |
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