-35.2%
AAL vs VIAV
+101.3%
-136.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.6% | +4.5% | +0.3% |
| 7D | -0.1% | +7.9% | -8.0% | -1.9% |
| 30D | +11.7% | -20.3% | +32.0% | +16.4% |
| 3M | -12.5% | -28.5% | +16.0% | -7.4% |
| 6M | +3.6% | -42.7% | +46.3% | +13.7% |
| YTD | -14.1% | +72.4% | -86.5% | -37.3% |
| 1Y | +0.8% | +81.5% | -80.7% | -28.1% |
| 3Y | +11.8% | +293.8% | -282.0% | -45.5% |
| All | -35.2% | +101.3% | -136.5% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling