+1.7%
VTRS vs AVAV
+478.6%
-476.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.1% |
| 7D | +3.3% | -2.2% | +5.5% | +3.6% |
| 30D | -3.6% | -13.9% | +10.3% | -1.9% |
| 3M | +7.0% | -29.2% | +36.2% | +10.8% |
| 6M | +17.5% | -36.1% | +53.6% | +22.3% |
| YTD | +38.8% | -40.2% | +79.0% | +43.3% |
| 1Y | +69.2% | -36.2% | +105.4% | +71.1% |
| 3Y | +77.5% | +47.5% | +29.9% | +48.7% |
| 5Y | +39.9% | +39.3% | +0.6% | +13.3% |
| 10Y | -47.1% | +482.6% | -529.7% | -70.3% |
| All | +1.7% | +478.6% | -476.9% | -49.6% |
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