+83.9%
SCHG vs AVAV
+58.4%
+25.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -1.0% |
| 7D | -2.7% | -0.1% | -2.6% | -2.8% |
| 30D | -2.2% | -25.0% | +22.8% | +1.3% |
| 3M | +6.2% | -15.0% | +21.1% | +7.3% |
| 6M | +13.4% | -33.6% | +47.0% | +17.6% |
| YTD | +7.1% | -39.2% | +46.3% | +10.7% |
| 1Y | +12.5% | -40.5% | +53.0% | +15.8% |
| 3Y | +86.2% | +29.6% | +56.6% | +61.8% |
| 5Y | +83.9% | +56.7% | +27.2% | +46.1% |
| All | +83.9% | +58.4% | +25.5% | +46.1% |
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