-64.8%
AAL vs VIAV
+419.4%
-484.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | 0.0% |
| 7D | -0.9% | +11.2% | -12.1% | -4.9% |
| 30D | -12.9% | -10.1% | -2.7% | -10.3% |
| 3M | -11.2% | -22.9% | +11.7% | -6.0% |
| 6M | +17.8% | +28.8% | -10.9% | -2.2% |
| YTD | -15.1% | +117.5% | -132.6% | -45.8% |
| 1Y | +0.5% | +216.1% | -215.6% | -47.1% |
| 3Y | -7.7% | +292.2% | -299.9% | -58.5% |
| 5Y | -31.3% | +141.0% | -172.3% | -61.2% |
| All | -64.8% | +419.4% | -484.2% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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