-25.3%
AVAV vs VO
+7.5%
-32.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -2.4% |
| 7D | +9.9% | +0.2% | +9.6% | +9.3% |
| 30D | -5.4% | +2.0% | -7.4% | -9.5% |
| 3M | -36.5% | -0.3% | -36.2% | -34.8% |
| 6M | -25.3% | +7.3% | -32.5% | -39.0% |
| All | -25.3% | +7.5% | -32.8% | -39.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling