+61.3%
VALE vs AVAV
-35.3%
+96.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.7% |
| 7D | +2.9% | +3.2% | -0.3% | +2.7% |
| 30D | +8.8% | -20.3% | +29.1% | +10.1% |
| 3M | +6.8% | -19.4% | +26.2% | +7.8% |
| 6M | +6.9% | -35.3% | +42.2% | +8.7% |
| YTD | +22.8% | -38.5% | +61.3% | +22.9% |
| 1Y | +61.3% | -37.2% | +98.5% | +54.3% |
| All | +61.3% | -35.3% | +96.6% | +54.3% |
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