+76.9%
VTV vs AVAV
+1.7%
+75.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.9% | +0.3% |
| 7D | 0.0% | 0.0% | +0.1% | -0.1% |
| 30D | +3.2% | -9.9% | +13.1% | +3.6% |
| 3M | +1.7% | -34.7% | +36.4% | +3.5% |
| 6M | +11.0% | -26.6% | +37.6% | +11.9% |
| YTD | +21.0% | -48.9% | +70.0% | +23.5% |
| 1Y | +24.3% | -63.0% | +87.3% | +29.1% |
| 3Y | +76.9% | +1.6% | +75.4% | +68.3% |
| All | +76.9% | +1.7% | +75.2% | +68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling