+413.2%
AVAV vs VTEB
+26.8%
+386.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | +4.2% | -1.2% | +5.4% | +5.1% |
| 30D | -2.6% | +2.5% | -5.0% | -4.1% |
| 3M | -38.0% | -1.7% | -36.3% | -37.3% |
| 6M | -27.0% | -1.2% | -25.8% | -26.3% |
| YTD | -51.4% | -0.5% | -50.9% | -51.1% |
| 1Y | -60.2% | -0.1% | -60.2% | -60.1% |
| 3Y | -6.7% | +10.5% | -17.1% | -11.5% |
| 5Y | +28.3% | +2.6% | +25.7% | +24.5% |
| 10Y | +320.5% | +22.4% | +298.1% | +447.8% |
| All | +413.2% | +26.8% | +386.4% | +653.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling