+35.8%
AVAV vs VO
+38.4%
-2.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.7% |
| 7D | +9.9% | +0.2% | +9.6% | +10.1% |
| 30D | -5.4% | +2.0% | -7.4% | -7.1% |
| 3M | -36.5% | -0.3% | -36.2% | -36.0% |
| 6M | -25.3% | +7.3% | -32.5% | -30.1% |
| YTD | -48.6% | +15.0% | -63.6% | -55.1% |
| 1Y | -62.1% | +14.7% | -76.8% | -66.8% |
| 3Y | +2.3% | +67.3% | -65.0% | -38.9% |
| All | +35.8% | +38.4% | -2.6% | -21.6% |
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