+15.5%
BND vs AVAV
+516.1%
-500.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -2.9% | -0.1% |
| 7D | +0.1% | +3.2% | -3.1% | +0.1% |
| 30D | -0.4% | -20.3% | +20.0% | -0.1% |
| 3M | -0.2% | -19.4% | +19.2% | -0.1% |
| 6M | -1.2% | -35.3% | +34.1% | -0.9% |
| YTD | -0.3% | -38.5% | +38.2% | -0.1% |
| 1Y | +0.4% | -37.2% | +37.6% | +0.6% |
| 3Y | +13.4% | +31.1% | -17.7% | +12.4% |
| 5Y | -1.5% | +41.0% | -42.5% | -2.8% |
| 10Y | +15.5% | +508.8% | -493.3% | +16.0% |
| All | +15.5% | +516.1% | -500.6% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling