+88.7%
VTR vs AVAV
+44.7%
+43.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.6% |
| 7D | -2.4% | +3.2% | -5.6% | -2.5% |
| 30D | -3.7% | -20.3% | +16.6% | -2.8% |
| 3M | +13.5% | -19.4% | +33.0% | +14.3% |
| 6M | +7.2% | -35.3% | +42.5% | +9.0% |
| YTD | +17.6% | -38.5% | +56.1% | +18.9% |
| 1Y | +35.4% | -37.2% | +72.6% | +35.5% |
| 3Y | +132.8% | +31.1% | +101.7% | +106.5% |
| 5Y | +88.7% | +41.0% | +47.6% | +56.1% |
| All | +88.7% | +44.7% | +43.9% | +56.1% |
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