+62.8%
VEA vs AVAV
+40.7%
+22.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.6% |
| 7D | +1.0% | -2.2% | +3.2% | +1.1% |
| 30D | +1.9% | -13.9% | +15.9% | +3.1% |
| 3M | +3.2% | -29.2% | +32.4% | +5.5% |
| 6M | +10.2% | -36.1% | +46.4% | +13.1% |
| YTD | +18.9% | -40.2% | +59.1% | +21.7% |
| 1Y | +29.3% | -36.2% | +65.5% | +30.9% |
| 3Y | +76.8% | +47.5% | +29.2% | +60.8% |
| All | +62.8% | +40.7% | +22.1% | +44.9% |
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