+6.8%
VNQ vs AVAV
+31.5%
-24.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | +0.2% | +18.4% | -18.2% | -1.0% |
| 30D | +5.8% | -4.9% | +10.8% | +6.0% |
| 3M | 0.0% | -37.7% | +37.6% | +2.8% |
| 6M | +1.5% | -28.4% | +29.9% | +2.7% |
| YTD | +12.1% | -50.0% | +62.1% | +15.4% |
| 1Y | +10.6% | -62.6% | +73.2% | +16.6% |
| 3Y | +43.5% | -0.6% | +44.1% | +30.5% |
| 5Y | +6.8% | +31.9% | -25.1% | -10.4% |
| All | +6.8% | +31.5% | -24.6% | -10.4% |
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