+653.6%
VTI vs AVAV
+397.6%
+256.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +1.2% |
| 7D | -0.7% | +9.9% | -10.6% | -2.3% |
| 30D | -1.9% | -5.4% | +3.5% | -1.5% |
| 3M | -1.4% | -36.5% | +35.1% | +4.9% |
| 6M | +3.5% | -25.3% | +28.7% | +5.7% |
| YTD | +12.6% | -48.6% | +61.2% | +19.4% |
| 1Y | +12.7% | -62.1% | +74.8% | +25.2% |
| 3Y | +78.8% | +2.3% | +76.5% | +60.0% |
| 5Y | +67.2% | +35.4% | +31.8% | +36.3% |
| 10Y | +293.9% | +345.1% | -51.2% | +138.2% |
| All | +653.6% | +397.6% | +256.0% | +289.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling