+39.9%
VSH vs AVAV
+28.1%
+11.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.7% | -1.5% | -3.7% |
| 7D | +14.3% | +4.2% | +10.1% | +13.6% |
| 30D | -7.9% | -2.6% | -5.3% | -7.2% |
| 3M | -19.9% | -38.0% | +18.1% | -12.9% |
| 6M | -30.5% | -27.0% | -3.5% | -27.2% |
| YTD | +85.7% | -51.4% | +137.1% | +103.1% |
| 1Y | +98.9% | -60.2% | +159.2% | +125.2% |
| 3Y | +32.1% | -6.7% | +38.7% | +23.7% |
| All | +39.9% | +28.1% | +11.8% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling