+62.5%
VSH vs AVAV
-67.9%
+130.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.5% | -4.7% | +3.7% |
| 7D | -12.9% | -10.6% | -2.4% | -11.1% |
| 30D | -36.9% | -18.8% | -18.1% | -34.5% |
| 3M | -28.8% | -34.1% | +5.3% | -24.0% |
| 6M | -30.3% | -35.3% | +5.0% | -25.3% |
| YTD | +62.4% | -53.4% | +115.8% | +74.6% |
| 1Y | +62.5% | -65.6% | +128.2% | +93.9% |
| All | +62.5% | -67.9% | +130.4% | +93.9% |
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