+183.8%
VXUS vs AVAV
+413.9%
-230.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +1.0% | -2.2% | +3.2% | +1.3% |
| 30D | +2.2% | -13.9% | +16.1% | +3.9% |
| 3M | +3.0% | -29.2% | +32.2% | +6.5% |
| 6M | +10.7% | -36.1% | +46.8% | +15.2% |
| YTD | +17.8% | -40.2% | +58.0% | +22.1% |
| 1Y | +27.6% | -36.2% | +63.8% | +29.9% |
| 3Y | +73.3% | +47.5% | +25.8% | +49.6% |
| 5Y | +54.3% | +39.3% | +15.1% | +29.5% |
| 10Y | +149.8% | +482.6% | -332.7% | +49.4% |
| All | +183.8% | +413.9% | -230.0% | +63.6% |
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