+2,723.0%
VRT vs AVAV
+93.9%
+2,629.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.7% |
| 7D | +9.1% | -2.2% | +11.3% | +9.6% |
| 30D | +0.9% | -13.9% | +14.9% | +4.0% |
| 3M | -13.4% | -29.2% | +15.9% | -7.8% |
| 6M | +11.7% | -36.1% | +47.8% | +19.8% |
| YTD | +73.2% | -40.2% | +113.4% | +83.2% |
| 1Y | +123.4% | -36.2% | +159.6% | +131.7% |
| 3Y | +606.2% | +47.5% | +558.6% | +490.8% |
| 5Y | +899.9% | +39.3% | +860.6% | +706.7% |
| All | +2,723.0% | +93.9% | +2,629.1% | +1,921.1% |
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