-32.6%
AAL vs VIAV
+139.8%
-172.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.3% |
| 7D | -0.9% | +11.2% | -12.1% | -3.8% |
| 30D | -12.9% | -10.1% | -2.7% | -11.0% |
| 3M | -11.2% | -22.9% | +11.7% | -7.2% |
| 6M | +17.8% | +28.8% | -10.9% | +2.6% |
| YTD | -15.1% | +117.5% | -132.6% | -39.9% |
| 1Y | +0.5% | +216.1% | -215.6% | -39.2% |
| 3Y | -7.7% | +292.2% | -299.9% | -50.7% |
| All | -32.6% | +139.8% | -172.4% | -54.3% |
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