+500.7%
AVAV vs VT
+224.5%
+276.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.2% | +0.4% | -2.7% | -2.7% |
| 30D | -13.9% | +1.0% | -14.9% | -14.7% |
| 3M | -29.2% | +2.4% | -31.6% | -30.6% |
| 6M | -36.1% | +12.0% | -48.1% | -43.3% |
| YTD | -40.2% | +15.3% | -55.5% | -48.3% |
| 1Y | -36.2% | +22.6% | -58.8% | -48.2% |
| 3Y | +47.5% | +74.7% | -27.1% | -18.1% |
| 5Y | +39.3% | +66.1% | -26.9% | -19.1% |
| All | +500.7% | +224.5% | +276.2% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling