+1,858.1%
VGT vs AVAV
+351.0%
+1,507.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.5% | -9.1% | -0.5% |
| 7D | -7.2% | -10.6% | +3.4% | -5.5% |
| 30D | -16.1% | -18.8% | +2.7% | -13.3% |
| 3M | -9.2% | -34.1% | +24.9% | -3.0% |
| 6M | -0.7% | -35.3% | +34.6% | +4.8% |
| YTD | +15.6% | -53.4% | +68.9% | +26.1% |
| 1Y | +14.4% | -65.6% | +80.0% | +31.5% |
| 3Y | +105.2% | -5.1% | +110.3% | +86.5% |
| 5Y | +100.0% | +18.5% | +81.5% | +66.6% |
| 10Y | +712.1% | +369.8% | +342.3% | +382.2% |
| All | +1,858.1% | +351.0% | +1,507.1% | +922.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling