+342.4%
AAL vs VCIT
+96.6%
+245.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.4% | -5.3% |
| 7D | +1.2% | +0.5% | +0.7% | +0.7% |
| 30D | -0.5% | +2.1% | -2.6% | -2.4% |
| 3M | -22.0% | -1.6% | -20.4% | -20.8% |
| 6M | +4.5% | -1.6% | +6.1% | +6.5% |
| YTD | -15.7% | -1.5% | -14.1% | -14.0% |
| 1Y | -3.7% | -0.4% | -3.3% | -2.6% |
| 3Y | +7.9% | +19.6% | -11.6% | -4.6% |
| 5Y | -40.7% | +3.3% | -44.0% | -43.3% |
| 10Y | -66.3% | +28.9% | -95.2% | -68.8% |
| All | +342.4% | +96.6% | +245.8% | +411.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling