-25.8%
VRSK vs AVAV
+24.3%
-50.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.4% | +6.8% | +1.4% |
| 7D | -5.4% | -3.2% | -2.2% | -5.4% |
| 30D | -1.8% | -25.6% | +23.8% | -2.1% |
| 3M | -2.2% | -20.2% | +18.0% | -2.4% |
| 6M | -14.9% | -38.1% | +23.1% | -15.2% |
| YTD | -20.0% | -41.8% | +21.8% | -20.2% |
| 1Y | -33.1% | -39.0% | +5.9% | -33.5% |
| All | -25.8% | +24.3% | -50.2% | -27.5% |
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