+67.8%
IVV vs AVAV
+7.1%
+60.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.8% | +5.4% | -3.5% |
| 7D | -4.8% | -24.3% | +19.6% | -2.2% |
| 30D | -5.9% | -28.9% | +23.0% | -2.9% |
| 3M | -4.5% | -39.3% | +34.7% | -0.2% |
| 6M | +1.8% | -38.8% | +40.6% | +5.4% |
| YTD | +8.4% | -57.8% | +66.2% | +14.9% |
| 1Y | +9.4% | -70.9% | +80.3% | +20.7% |
| 3Y | +75.3% | -14.8% | +90.1% | +63.3% |
| 5Y | +67.8% | +7.3% | +60.5% | +53.1% |
| All | +67.8% | +7.1% | +60.7% | +53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling