+25.5%
VZ vs AVAV
+39.7%
-14.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.9% |
| 7D | +0.1% | -2.2% | +2.3% | +0.1% |
| 30D | +7.9% | -13.9% | +21.8% | +8.0% |
| 3M | +13.6% | -29.2% | +42.9% | +14.0% |
| 6M | +1.1% | -36.1% | +37.2% | +1.4% |
| YTD | +29.3% | -40.2% | +69.5% | +29.4% |
| 1Y | +21.2% | -36.2% | +57.5% | +20.8% |
| 3Y | +75.9% | +47.5% | +28.4% | +64.4% |
| All | +25.5% | +39.7% | -14.2% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling