-5.1%
AVAV vs VOO
+75.5%
-80.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.3% | +10.2% | +10.1% |
| 7D | -10.6% | -2.7% | -7.9% | -7.1% |
| 30D | -18.8% | -5.4% | -13.4% | -12.3% |
| 3M | -34.1% | -4.1% | -30.0% | -30.0% |
| 6M | -35.3% | +0.7% | -36.1% | -35.0% |
| YTD | -53.4% | +8.7% | -62.1% | -57.2% |
| 1Y | -65.6% | +11.0% | -76.6% | -69.1% |
| 3Y | -5.1% | +75.5% | -80.5% | -49.9% |
| All | -5.1% | +75.5% | -80.6% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling