+31.9%
AVAV vs VO
+37.2%
-5.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.8% |
| 7D | +18.4% | +2.9% | +15.4% | +14.7% |
| 30D | -4.9% | +1.0% | -5.9% | -5.5% |
| 3M | -37.7% | -1.7% | -35.9% | -36.0% |
| 6M | -28.4% | +6.7% | -35.1% | -32.6% |
| YTD | -50.0% | +14.0% | -64.0% | -55.9% |
| 1Y | -62.6% | +13.7% | -76.3% | -66.9% |
| 3Y | -0.6% | +65.8% | -66.4% | -40.1% |
| 5Y | +31.9% | +36.6% | -4.7% | -23.1% |
| All | +31.9% | +37.2% | -5.2% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling