+7.7%
AAL vs VG
+47.2%
-39.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -7.7% | +14.0% | +4.3% |
| 7D | +8.3% | -16.4% | +24.7% | +4.0% |
| 30D | +6.2% | -10.8% | +17.0% | +4.0% |
| 3M | -17.7% | -6.3% | -11.4% | -17.6% |
| 6M | +15.4% | -12.5% | +27.9% | +16.8% |
| YTD | -11.1% | +76.9% | -88.0% | -6.5% |
| 1Y | +7.7% | +51.8% | -44.0% | +15.9% |
| All | +7.7% | +47.2% | -39.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling