+40.4%
AVAV vs VO
+42.6%
-2.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | -2.2% | -0.3% | -2.0% | -1.9% |
| 30D | -13.9% | -0.3% | -13.6% | -13.4% |
| 3M | -29.2% | +2.9% | -32.2% | -31.2% |
| 6M | -36.1% | +9.3% | -45.5% | -41.6% |
| YTD | -40.2% | +14.2% | -54.4% | -47.5% |
| 1Y | -36.2% | +15.3% | -51.5% | -44.4% |
| 3Y | +47.5% | +56.2% | -8.7% | -5.3% |
| All | +40.4% | +42.6% | -2.2% | -11.6% |
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