+632.2%
VRT vs AVAV
+32.4%
+599.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.4% |
| 7D | -17.7% | 0.0% | -17.7% | -17.4% |
| 30D | -20.0% | -9.9% | -10.1% | -17.8% |
| 3M | -28.1% | -34.7% | +6.6% | -20.7% |
| 6M | -42.8% | -26.6% | -16.2% | -40.0% |
| YTD | +20.0% | -48.9% | +68.9% | +31.6% |
| 1Y | +3.5% | -63.0% | +66.5% | +23.9% |
| 3Y | +366.1% | +1.6% | +364.5% | +311.1% |
| 5Y | +632.2% | +34.5% | +597.7% | +423.8% |
| All | +632.2% | +32.4% | +599.8% | +423.8% |
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