+809.0%
VOO vs AVAV
+463.0%
+345.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.6% | -10.2% | +0.6% |
| 7D | +0.1% | +3.2% | -3.1% | -0.6% |
| 30D | -3.3% | -7.4% | +4.1% | -2.7% |
| 3M | -2.4% | -32.0% | +29.6% | +2.2% |
| 6M | +2.6% | -24.6% | +27.2% | +4.5% |
| YTD | +11.3% | -47.5% | +58.8% | +17.0% |
| 1Y | +13.4% | -61.5% | +74.9% | +24.5% |
| 3Y | +80.3% | +5.5% | +74.8% | +61.8% |
| 5Y | +72.7% | +35.7% | +37.0% | +42.9% |
| 10Y | +310.0% | +379.1% | -69.1% | +153.3% |
| All | +809.0% | +463.0% | +345.9% | +414.0% |
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