-64.8%
AAL vs VEU
+155.0%
-219.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -0.3% |
| 7D | -0.9% | -1.4% | +0.5% | +1.2% |
| 30D | -12.9% | -0.4% | -12.4% | -12.3% |
| 3M | -11.2% | +2.5% | -13.7% | -14.5% |
| 6M | +17.8% | +11.1% | +6.7% | +1.0% |
| YTD | -15.1% | +16.5% | -31.6% | -32.4% |
| 1Y | +0.5% | +22.9% | -22.5% | -26.1% |
| 3Y | -7.7% | +73.4% | -81.1% | -58.9% |
| 5Y | -31.3% | +56.1% | -87.4% | -63.2% |
| All | -64.8% | +155.0% | -219.8% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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