-62.6%
AVAV vs VYM
+18.8%
-81.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -3.0% |
| 7D | +18.4% | +3.3% | +15.1% | +10.4% |
| 30D | -4.9% | +3.8% | -8.7% | -11.8% |
| 3M | -37.7% | -0.4% | -37.3% | -36.7% |
| 6M | -28.4% | +7.1% | -35.6% | -37.2% |
| YTD | -50.0% | +17.1% | -67.1% | -64.5% |
| 1Y | -62.6% | +18.4% | -81.0% | -73.7% |
| All | -62.6% | +18.8% | -81.4% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling