-59.7%
AAL vs VEA
+170.4%
-230.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.7% |
| 7D | -3.7% | +1.0% | -4.7% | -4.9% |
| 30D | -20.8% | +1.9% | -22.8% | -22.8% |
| 3M | -1.3% | +3.2% | -4.5% | -5.3% |
| 6M | +5.4% | +10.2% | -4.9% | -6.6% |
| YTD | -14.4% | +18.9% | -33.2% | -31.4% |
| 1Y | +2.1% | +29.3% | -27.2% | -26.6% |
| 3Y | -10.6% | +76.8% | -87.3% | -56.4% |
| 5Y | -32.2% | +61.2% | -93.4% | -61.7% |
| 10Y | -62.7% | +163.3% | -226.0% | -87.7% |
| All | -59.7% | +170.4% | -230.1% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling