+140.3%
IVZ vs AVAV
+48.2%
+92.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.3% |
| 7D | +0.6% | -2.2% | +2.9% | +0.9% |
| 30D | +4.0% | -13.9% | +17.9% | +5.7% |
| 3M | +18.2% | -29.2% | +47.4% | +22.2% |
| 6M | +32.8% | -36.1% | +69.0% | +38.2% |
| YTD | +28.7% | -40.2% | +68.9% | +33.8% |
| 1Y | +55.4% | -36.2% | +91.6% | +59.2% |
| All | +140.3% | +48.2% | +92.1% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling