-64.8%
AAL vs VEA
+165.0%
-229.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | -0.4% |
| 7D | -0.9% | -1.5% | +0.5% | +1.3% |
| 30D | -12.9% | -0.8% | -12.0% | -11.8% |
| 3M | -11.2% | +2.5% | -13.7% | -14.5% |
| 6M | +17.8% | +11.1% | +6.7% | +0.6% |
| YTD | -15.1% | +17.2% | -32.3% | -33.3% |
| 1Y | +0.5% | +24.5% | -24.0% | -28.0% |
| 3Y | -7.7% | +75.4% | -83.1% | -60.3% |
| 5Y | -31.3% | +61.1% | -92.4% | -65.4% |
| All | -64.8% | +165.0% | -229.8% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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