+1,740.6%
VRT vs AVAV
+51.2%
+1,689.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.5% | -7.0% | +1.1% |
| 7D | -21.4% | -10.6% | -10.8% | -19.1% |
| 30D | -25.8% | -18.8% | -7.0% | -22.2% |
| 3M | -33.5% | -34.1% | +0.6% | -27.4% |
| 6M | -49.0% | -35.3% | -13.7% | -45.1% |
| YTD | +12.9% | -53.4% | +66.3% | +26.1% |
| 1Y | 0.0% | -65.6% | +65.7% | +19.8% |
| 3Y | +361.8% | -5.1% | +366.9% | +326.5% |
| 5Y | +565.1% | +18.5% | +546.6% | +458.8% |
| All | +1,740.6% | +51.2% | +1,689.4% | +1,291.1% |
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