+63.4%
VSH vs AVAV
-68.0%
+131.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -8.3% | +3.3% | -3.6% |
| 7D | -13.6% | -10.1% | -3.5% | -11.9% |
| 30D | -30.4% | -18.7% | -11.6% | -27.8% |
| 3M | -33.3% | -33.0% | -0.3% | -28.9% |
| 6M | -15.1% | -37.2% | +22.1% | -8.8% |
| YTD | +80.2% | -53.2% | +133.4% | +92.7% |
| 1Y | +63.4% | -69.0% | +132.3% | +118.1% |
| All | +63.4% | -68.0% | +131.4% | +118.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling