+44.8%
VNQ vs AVAV
-3.9%
+48.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.8% | +0.1% |
| 7D | +0.8% | +4.2% | -3.4% | +0.6% |
| 30D | +6.8% | -2.6% | +9.3% | +6.8% |
| 3M | -1.3% | -38.0% | +36.7% | -0.1% |
| 6M | +2.4% | -27.0% | +29.4% | +2.8% |
| YTD | +12.1% | -51.4% | +63.5% | +13.9% |
| 1Y | +12.0% | -60.2% | +72.2% | +14.6% |
| 3Y | +44.8% | -6.7% | +51.4% | +36.7% |
| All | +44.8% | -3.9% | +48.6% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling