-64.8%
AAL vs VCIT
+28.6%
-93.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.3% |
| 7D | -3.7% | -0.3% | -3.4% | -3.3% |
| 30D | -20.8% | -0.8% | -20.0% | -19.9% |
| 3M | -1.3% | -1.0% | -0.3% | +0.4% |
| 6M | +5.4% | -1.8% | +7.2% | +8.8% |
| YTD | -14.4% | -0.7% | -13.7% | -12.9% |
| 1Y | +2.1% | +1.0% | +1.1% | +1.7% |
| 3Y | -10.6% | +18.8% | -29.4% | -26.9% |
| 5Y | -32.2% | +3.5% | -35.7% | -34.2% |
| All | -64.8% | +28.6% | -93.4% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling