+27.9%
VTV vs AVAV
-68.0%
+95.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.3% | +9.8% | +1.7% |
| 7D | +1.8% | -10.1% | +11.9% | +2.1% |
| 30D | +6.0% | -18.7% | +24.7% | +6.6% |
| 3M | +3.7% | -33.0% | +36.7% | +4.9% |
| 6M | +13.9% | -37.2% | +51.1% | +15.3% |
| YTD | +22.8% | -53.2% | +76.0% | +25.2% |
| 1Y | +27.9% | -69.0% | +96.9% | +35.0% |
| All | +27.9% | -68.0% | +95.9% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling