+105.9%
VIAV vs AVAV
+34.3%
+71.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +12.6% | -0.3% | +10.8% |
| 7D | +15.0% | +3.2% | +11.9% | +14.5% |
| 30D | -29.7% | -7.4% | -22.2% | -29.1% |
| 3M | -18.3% | -32.0% | +13.7% | -15.3% |
| 6M | -37.6% | -24.6% | -13.0% | -36.7% |
| YTD | +79.5% | -47.5% | +127.0% | +83.8% |
| 1Y | +79.6% | -61.5% | +141.0% | +94.2% |
| 3Y | +310.0% | +5.5% | +304.5% | +238.6% |
| 5Y | +105.9% | +35.7% | +70.2% | +49.1% |
| All | +105.9% | +34.3% | +71.6% | +49.1% |
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