+3.7%
VALE vs AVAV
-68.0%
+71.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -8.3% | +12.4% | +4.4% |
| 7D | -0.3% | -10.1% | +9.8% | 0.0% |
| 30D | -19.2% | -18.7% | -0.5% | -18.6% |
| 3M | -20.7% | -33.0% | +12.3% | -19.5% |
| 6M | -25.8% | -37.2% | +11.4% | -24.5% |
| YTD | -9.8% | -53.2% | +43.4% | -9.4% |
| 1Y | +3.7% | -69.0% | +72.7% | +9.6% |
| All | +3.7% | -68.0% | +71.7% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling