+1,397.4%
VRTX vs AVAV
+308.3%
+1,089.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.8% | +8.7% | +0.2% |
| 7D | +0.5% | -24.3% | +24.8% | +4.2% |
| 30D | +8.0% | -28.9% | +36.9% | +12.9% |
| 3M | +11.9% | -39.3% | +51.2% | +19.2% |
| 6M | +27.8% | -38.8% | +66.6% | +34.3% |
| YTD | +19.7% | -57.8% | +77.5% | +29.8% |
| 1Y | +30.1% | -70.9% | +101.0% | +48.8% |
| 3Y | +44.2% | -14.8% | +59.0% | +31.9% |
| 5Y | +181.3% | +7.3% | +174.0% | +134.8% |
| 10Y | +587.1% | +325.3% | +261.7% | +283.9% |
| All | +1,397.4% | +308.3% | +1,089.1% | +630.7% |
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