+20.2%
VZ vs AVAV
+18.1%
+2.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.5% | -11.4% | -0.9% |
| 7D | +2.1% | -10.6% | +12.7% | +2.2% |
| 30D | +1.4% | -18.8% | +20.2% | +1.4% |
| 3M | -1.3% | -34.1% | +32.8% | -1.1% |
| 6M | -0.5% | -35.3% | +34.8% | -0.4% |
| YTD | +19.6% | -53.4% | +73.0% | +19.8% |
| 1Y | +22.4% | -65.6% | +88.0% | +23.3% |
| 3Y | +55.9% | -5.1% | +61.0% | +48.0% |
| All | +20.2% | +18.1% | +2.1% | +11.9% |
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