+1,952.2%
VGT vs AVAV
+397.6%
+1,554.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | -1.6% | +9.9% | -11.4% | -3.3% |
| 30D | -10.1% | -5.4% | -4.7% | -9.5% |
| 3M | -5.3% | -36.5% | +31.3% | +1.8% |
| 6M | +0.2% | -25.3% | +25.5% | +3.1% |
| YTD | +21.1% | -48.6% | +69.7% | +29.9% |
| 1Y | +18.2% | -62.1% | +80.2% | +33.4% |
| 3Y | +107.4% | +2.3% | +105.1% | +85.9% |
| 5Y | +111.5% | +35.4% | +76.2% | +71.9% |
| 10Y | +735.5% | +345.1% | +390.5% | +401.9% |
| All | +1,952.2% | +397.6% | +1,554.6% | +952.7% |
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 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