+56.7%
AVAV vs VTEB
+0.8%
+55.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.5% |
| 7D | -0.1% | -1.2% | +1.1% | +1.8% |
| 30D | -25.0% | -2.9% | -22.1% | -21.5% |
| 3M | -15.0% | -3.2% | -11.8% | -10.6% |
| 6M | -33.6% | -2.6% | -31.0% | -30.7% |
| YTD | -39.2% | -1.8% | -37.4% | -37.1% |
| 1Y | -40.5% | +0.2% | -40.7% | -39.9% |
| 3Y | +29.6% | +8.2% | +21.4% | +15.1% |
| 5Y | +56.7% | +0.8% | +55.9% | +31.5% |
| All | +56.7% | +0.8% | +55.9% | +31.5% |
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