+68.5%
VEA vs AVAV
-5.8%
+74.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.5% | -10.9% | -1.2% |
| 7D | -2.2% | -10.6% | +8.4% | -1.5% |
| 30D | -3.4% | -18.8% | +15.4% | -2.1% |
| 3M | -5.6% | -34.1% | +28.5% | -3.1% |
| 6M | -3.4% | -35.3% | +31.9% | -1.3% |
| YTD | +9.7% | -53.4% | +63.1% | +13.8% |
| 1Y | +15.4% | -65.6% | +81.0% | +22.1% |
| 3Y | +68.5% | -5.1% | +73.6% | +58.8% |
| All | +68.5% | -5.8% | +74.3% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling