+27.7%
AVAV vs VTEB
+2.5%
+25.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | +4.2% | -1.2% | +5.4% | +6.2% |
| 30D | -2.6% | +2.5% | -5.0% | -6.1% |
| 3M | -38.0% | -1.7% | -36.3% | -36.2% |
| 6M | -27.0% | -1.2% | -25.8% | -25.3% |
| YTD | -51.4% | -0.5% | -50.9% | -50.7% |
| 1Y | -60.2% | -0.1% | -60.2% | -59.8% |
| 3Y | -6.7% | +10.5% | -17.1% | -20.2% |
| All | +27.7% | +2.5% | +25.2% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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