-5.1%
AVAV vs VLTO
+69.5%
-74.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.5% | +10.0% | +10.3% |
| 7D | -10.6% | +5.4% | -16.0% | -12.6% |
| 30D | -18.8% | +22.3% | -41.1% | -26.1% |
| 3M | -34.1% | +19.6% | -53.7% | -39.4% |
| 6M | -35.3% | +35.2% | -70.5% | -44.3% |
| YTD | -53.4% | +17.9% | -71.2% | -56.7% |
| 1Y | -65.6% | +19.5% | -85.2% | -68.4% |
| 3Y | -5.1% | +73.9% | -79.0% | -30.1% |
| All | -5.1% | +69.5% | -74.5% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling