+84.8%
VTRS vs AVAV
+28.1%
+56.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.5% | +0.8% |
| 7D | +4.6% | +4.2% | +0.3% | +4.4% |
| 30D | +19.4% | -2.6% | +21.9% | +19.4% |
| 3M | +30.8% | -38.0% | +68.7% | +32.4% |
| 6M | +21.6% | -27.0% | +48.6% | +22.3% |
| YTD | +71.2% | -51.4% | +122.6% | +73.0% |
| 1Y | +97.6% | -60.2% | +157.8% | +101.3% |
| 3Y | +163.9% | -6.7% | +170.5% | +152.9% |
| All | +84.8% | +28.1% | +56.8% | +90.5% |
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 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