+42.5%
VTRS vs AVAV
+33.5%
+8.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.5% |
| 7D | -3.5% | -3.2% | -0.3% | -3.4% |
| 30D | +2.1% | -25.6% | +27.7% | +3.0% |
| 3M | +2.6% | -20.2% | +22.8% | +3.1% |
| 6M | +17.8% | -38.1% | +55.8% | +19.0% |
| YTD | +35.7% | -41.8% | +77.4% | +36.6% |
| 1Y | +63.5% | -39.0% | +102.5% | +63.6% |
| 3Y | +85.1% | +24.1% | +61.0% | +75.4% |
| 5Y | +42.5% | +53.0% | -10.6% | +48.4% |
| All | +42.5% | +33.5% | +8.9% | +48.4% |
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 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