-1.2%
AVAV vs VO
+68.0%
-69.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -1.0% |
| 7D | +9.9% | +0.2% | +9.6% | +10.0% |
| 30D | -5.4% | +2.0% | -7.4% | -7.4% |
| 3M | -36.5% | -0.3% | -36.2% | -35.9% |
| 6M | -25.3% | +7.3% | -32.5% | -30.8% |
| YTD | -48.6% | +15.0% | -63.6% | -55.9% |
| 1Y | -62.1% | +14.7% | -76.8% | -67.4% |
| All | -1.2% | +68.0% | -69.2% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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