+13.8%
VGT vs AVAV
-63.5%
+77.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.0% |
| 7D | -4.1% | 0.0% | -4.1% | -4.4% |
| 30D | -13.6% | -9.9% | -3.7% | -13.0% |
| 3M | -8.0% | -34.7% | +26.7% | -4.5% |
| 6M | -1.5% | -26.6% | +25.1% | +0.4% |
| YTD | +17.7% | -48.9% | +66.6% | +21.3% |
| 1Y | +13.8% | -63.0% | +76.8% | +23.8% |
| All | +13.8% | -63.5% | +77.3% | +23.8% |
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 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