+7.3%
AVAV vs VT
+53.2%
-45.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -4.1% | -5.8% | -5.0% |
| 7D | -24.3% | -4.2% | -20.1% | -20.2% |
| 30D | -28.9% | -5.8% | -23.1% | -23.5% |
| 3M | -39.3% | -5.2% | -34.0% | -35.0% |
| 6M | -38.8% | +0.1% | -38.9% | -38.1% |
| YTD | -57.8% | +8.2% | -66.0% | -60.8% |
| 1Y | -70.9% | +10.1% | -81.0% | -73.4% |
| 3Y | -14.8% | +69.7% | -84.5% | -50.1% |
| 5Y | +7.3% | +53.4% | -46.1% | -36.9% |
| All | +7.3% | +53.2% | -45.9% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling