+27.7%
AVAV vs VO
+36.2%
-8.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +4.2% | +3.1% | +1.1% | +0.9% |
| 30D | -2.6% | +2.2% | -4.8% | -4.5% |
| 3M | -38.0% | -2.5% | -35.5% | -35.7% |
| 6M | -27.0% | +7.0% | -34.0% | -31.4% |
| YTD | -51.4% | +14.0% | -65.4% | -57.1% |
| 1Y | -60.2% | +15.6% | -75.9% | -65.4% |
| 3Y | -6.7% | +66.2% | -72.8% | -43.8% |
| All | +27.7% | +36.2% | -8.5% | -25.9% |
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