+44.6%
VSH vs AVAV
+1.8%
+42.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.0% | +8.6% |
| 7D | +12.8% | +9.9% | +2.9% | +10.8% |
| 30D | -9.0% | -5.4% | -3.6% | -8.0% |
| 3M | -12.2% | -36.5% | +24.3% | -4.7% |
| 6M | -15.9% | -25.3% | +9.3% | -12.3% |
| YTD | +103.2% | -48.6% | +151.8% | +120.3% |
| 1Y | +108.4% | -62.1% | +170.5% | +140.8% |
| All | +44.6% | +1.8% | +42.8% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling