-35.9%
AAL vs VEA
+60.9%
-96.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.5% |
| 7D | -1.3% | +0.3% | -1.6% | -1.8% |
| 30D | -13.7% | +0.4% | -14.2% | -14.3% |
| 3M | -8.2% | +4.8% | -13.0% | -14.1% |
| 6M | +13.1% | +11.3% | +1.9% | -3.1% |
| YTD | -15.6% | +17.4% | -33.0% | -33.4% |
| 1Y | +1.4% | +26.2% | -24.8% | -28.1% |
| 3Y | -7.4% | +77.7% | -85.2% | -60.1% |
| 5Y | -35.9% | +60.9% | -96.9% | -67.2% |
| All | -35.9% | +60.9% | -96.8% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling