-67.1%
AAL vs VCIT
+28.8%
-95.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.1% |
| 7D | +4.6% | +0.1% | +4.5% | +4.4% |
| 30D | +2.6% | +1.9% | +0.7% | -0.1% |
| 3M | -17.8% | -1.4% | -16.3% | -15.9% |
| 6M | +1.9% | -2.1% | +4.0% | +5.5% |
| YTD | -14.0% | -1.6% | -12.4% | -11.3% |
| 1Y | +0.2% | -0.9% | +1.1% | +2.5% |
| 3Y | +13.0% | +20.0% | -6.9% | -8.4% |
| 5Y | -39.6% | +3.1% | -42.7% | -41.0% |
| All | -67.1% | +28.8% | -95.9% | -70.1% |
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