+20.5%
AAL vs VCIT
+19.6%
+0.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.4% | +7.3% |
| 7D | +8.3% | +0.7% | +7.5% | +6.5% |
| 30D | +11.0% | +1.8% | +9.2% | +6.7% |
| 3M | -11.2% | -1.1% | -10.0% | -8.8% |
| 6M | +6.1% | -1.7% | +7.7% | +10.5% |
| YTD | -7.6% | -1.1% | -6.5% | -4.3% |
| 1Y | +3.7% | -0.4% | +4.1% | +6.3% |
| 3Y | +20.5% | +20.5% | 0.0% | -4.2% |
| All | +20.5% | +19.6% | +0.9% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling