-65.2%
AAL vs VIG
+247.5%
-312.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | -0.9% | -2.2% | +1.3% | +2.5% |
| 30D | -16.0% | -3.2% | -12.7% | -11.6% |
| 3M | -4.2% | +3.0% | -7.3% | -8.1% |
| 6M | +15.7% | +8.1% | +7.5% | +3.6% |
| YTD | -16.2% | +9.1% | -25.2% | -25.6% |
| 1Y | +0.2% | +12.6% | -12.3% | -15.0% |
| 3Y | -8.1% | +55.4% | -63.5% | -50.0% |
| 5Y | -32.2% | +62.8% | -95.0% | -64.5% |
| All | -65.2% | +247.5% | -312.8% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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