+0.5%
AAL vs VNQ
+7.2%
-6.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.4% |
| 7D | -0.9% | -1.3% | +0.4% | +0.6% |
| 30D | -12.9% | -2.6% | -10.3% | -10.1% |
| 3M | -11.2% | -2.0% | -9.2% | -9.2% |
| 6M | +17.8% | +4.3% | +13.5% | +10.8% |
| YTD | -15.1% | +9.2% | -24.4% | -22.7% |
| 1Y | +0.5% | +5.6% | -5.1% | -9.0% |
| All | +0.5% | +7.2% | -6.8% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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