+617.9%
VRSK vs AVAV
+417.0%
+200.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.4% |
| 7D | -3.1% | -2.2% | -0.9% | -2.9% |
| 30D | -1.6% | -13.9% | +12.4% | -0.4% |
| 3M | +3.5% | -29.2% | +32.7% | +5.9% |
| 6M | -13.4% | -36.1% | +22.8% | -10.9% |
| YTD | -16.5% | -40.2% | +23.7% | -14.6% |
| 1Y | -30.6% | -36.2% | +5.6% | -30.1% |
| 3Y | -21.9% | +47.5% | -69.4% | -31.7% |
| 5Y | -6.3% | +39.3% | -45.6% | -19.8% |
| 10Y | +133.1% | +482.6% | -349.5% | +58.6% |
| All | +617.9% | +417.0% | +200.9% | +375.9% |
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