+728.4%
VGT vs AVAV
+315.4%
+413.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.1% | -1.2% |
| 7D | +2.5% | +4.2% | -1.8% | +1.7% |
| 30D | -9.5% | -2.6% | -6.9% | -9.4% |
| 3M | -9.5% | -38.0% | +28.5% | -2.7% |
| 6M | -1.8% | -27.0% | +25.2% | +1.3% |
| YTD | +18.4% | -51.4% | +69.8% | +27.7% |
| 1Y | +18.7% | -60.2% | +79.0% | +32.2% |
| 3Y | +103.8% | -6.7% | +110.5% | +85.2% |
| 5Y | +104.4% | +28.3% | +76.0% | +67.0% |
| All | +728.4% | +315.4% | +413.0% | +444.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling