+65.3%
VTI vs AVAV
+32.4%
+32.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | -0.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.6% |
| 30D | -3.2% | -9.9% | +6.7% | -2.5% |
| 3M | -2.9% | -34.7% | +31.8% | +1.0% |
| 6M | +2.4% | -26.6% | +29.0% | +4.2% |
| YTD | +11.2% | -48.9% | +60.1% | +15.9% |
| 1Y | +11.6% | -63.0% | +74.6% | +20.7% |
| 3Y | +76.6% | +1.6% | +75.0% | +60.6% |
| 5Y | +65.3% | +34.5% | +30.8% | +35.0% |
| All | +65.3% | +32.4% | +32.9% | +35.0% |
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