+173.8%
TRV vs AVAV
+18.1%
+155.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.5% | -12.4% | -2.2% |
| 7D | -0.3% | -10.6% | +10.3% | 0.0% |
| 30D | +9.6% | -18.8% | +28.4% | +10.2% |
| 3M | +2.7% | -34.1% | +36.8% | +3.9% |
| 6M | +32.0% | -35.3% | +67.4% | +33.1% |
| YTD | +37.8% | -53.4% | +91.2% | +39.7% |
| 1Y | +45.2% | -65.6% | +110.9% | +49.3% |
| 3Y | +145.3% | -5.1% | +150.3% | +132.6% |
| All | +173.8% | +18.1% | +155.7% | +152.7% |
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