-65.2%
AAL vs VEEV
+552.6%
-617.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -0.9% | -8.2% | +7.3% | +0.8% |
| 30D | -16.0% | +10.3% | -26.3% | -18.0% |
| 3M | -4.2% | +59.4% | -63.6% | -13.9% |
| 6M | +15.7% | +37.6% | -21.9% | +6.7% |
| YTD | -16.2% | +16.9% | -33.1% | -20.0% |
| 1Y | +0.2% | -5.0% | +5.2% | -0.3% |
| 3Y | -8.1% | +18.5% | -26.5% | -14.4% |
| 5Y | -32.2% | -13.8% | -18.4% | -36.4% |
| All | -65.2% | +552.6% | -617.8% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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