+2.1%
AAL vs ITOT
+20.8%
-18.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.8% |
| 7D | -3.7% | +0.1% | -3.8% | -3.9% |
| 30D | -20.8% | 0.0% | -20.8% | -20.8% |
| 3M | -1.3% | +2.0% | -3.2% | -4.8% |
| 6M | +5.4% | +13.0% | -7.7% | -15.7% |
| YTD | -14.4% | +14.0% | -28.3% | -32.3% |
| 1Y | +2.1% | +19.9% | -17.8% | -25.3% |
| All | +2.1% | +20.8% | -18.7% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling