+135.5%
VGT vs AVAV
+41.1%
+94.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.0% | -0.6% |
| 7D | +1.8% | +3.2% | -1.4% | +1.4% |
| 30D | -0.3% | -20.3% | +20.0% | +2.8% |
| 3M | +3.4% | -19.4% | +22.8% | +5.5% |
| 6M | +35.0% | -35.3% | +70.2% | +41.1% |
| YTD | +28.8% | -38.5% | +67.3% | +33.5% |
| 1Y | +38.0% | -37.2% | +75.2% | +41.6% |
| 3Y | +125.8% | +31.1% | +94.7% | +96.5% |
| All | +135.5% | +41.1% | +94.4% | +86.4% |
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