+474.5%
VRTX vs AVAV
+358.8%
+115.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | -0.3% |
| 7D | +3.2% | 0.0% | +3.3% | +3.0% |
| 30D | +7.4% | -9.9% | +17.3% | +8.1% |
| 3M | +4.6% | -34.7% | +39.3% | +8.1% |
| 6M | +27.5% | -26.6% | +54.1% | +29.4% |
| YTD | +20.9% | -48.9% | +69.8% | +25.0% |
| 1Y | +30.1% | -63.0% | +93.1% | +38.6% |
| 3Y | +46.6% | +1.6% | +45.1% | +35.9% |
| 5Y | +191.6% | +34.5% | +157.1% | +152.7% |
| 10Y | +474.5% | +359.3% | +115.3% | +289.2% |
| All | +474.5% | +358.8% | +115.8% | +289.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling