+25.4%
VTRS vs AVAV
+370.1%
-344.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.5% | +1.1% |
| 7D | +4.6% | +4.2% | +0.3% | +3.9% |
| 30D | +19.4% | -2.6% | +21.9% | +19.4% |
| 3M | +30.8% | -38.0% | +68.7% | +38.5% |
| 6M | +21.6% | -27.0% | +48.6% | +24.3% |
| YTD | +71.2% | -51.4% | +122.6% | +80.7% |
| 1Y | +97.6% | -60.2% | +157.8% | +114.1% |
| 3Y | +163.9% | -6.7% | +170.5% | +137.5% |
| 5Y | +82.1% | +28.3% | +53.8% | +47.6% |
| 10Y | -31.3% | +320.5% | -351.7% | -59.6% |
| All | +25.4% | +370.1% | -344.7% | -36.4% |
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 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