+557.4%
VRTX vs AVAV
+361.4%
+196.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.5% | -9.6% | -0.1% |
| 7D | -2.1% | -10.6% | +8.5% | -1.3% |
| 30D | +8.2% | -18.8% | +27.0% | +10.0% |
| 3M | +13.0% | -34.1% | +47.1% | +16.9% |
| 6M | +27.9% | -35.3% | +63.3% | +31.5% |
| YTD | +20.7% | -53.4% | +74.1% | +26.1% |
| 1Y | +31.4% | -65.6% | +97.1% | +41.3% |
| 3Y | +41.8% | -5.1% | +46.9% | +31.8% |
| 5Y | +183.7% | +18.5% | +165.2% | +147.7% |
| All | +557.4% | +361.4% | +196.0% | +264.5% |
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