+153.9%
TRV vs AVAV
+44.7%
+109.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.1% |
| 7D | +0.5% | +3.2% | -2.7% | +0.4% |
| 30D | -4.9% | -20.3% | +15.5% | -4.2% |
| 3M | +23.7% | -19.4% | +43.2% | +24.3% |
| 6M | +20.3% | -35.3% | +55.6% | +21.6% |
| YTD | +27.1% | -38.5% | +65.5% | +27.8% |
| 1Y | +35.3% | -37.2% | +72.5% | +35.7% |
| 3Y | +139.8% | +31.1% | +108.7% | +125.5% |
| 5Y | +153.9% | +41.0% | +112.8% | +132.8% |
| All | +153.9% | +44.7% | +109.1% | +132.8% |
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