+226.3%
VTV vs AVAV
+520.8%
-294.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.2% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -1.3% | -25.0% | +23.6% | +1.6% |
| 3M | +5.6% | -15.0% | +20.6% | +6.5% |
| 6M | +12.4% | -33.6% | +46.0% | +15.7% |
| YTD | +17.6% | -39.2% | +56.8% | +20.9% |
| 1Y | +23.5% | -40.5% | +64.0% | +26.3% |
| 3Y | +67.0% | +29.6% | +37.4% | +47.8% |
| 5Y | +80.5% | +56.7% | +23.8% | +50.0% |
| All | +226.3% | +520.8% | -294.4% | +109.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling