-65.4%
AAL vs VO
+197.5%
-262.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.7% | +4.7% | +3.3% |
| 7D | +8.3% | -0.1% | +8.4% | +8.7% |
| 30D | +11.0% | +0.5% | +10.5% | +10.7% |
| 3M | -11.2% | -1.0% | -10.1% | -9.3% |
| 6M | +6.1% | +6.4% | -0.4% | -2.4% |
| YTD | -7.6% | +13.6% | -21.2% | -22.3% |
| 1Y | +3.7% | +14.5% | -10.7% | -13.7% |
| 3Y | +20.5% | +67.2% | -46.7% | -40.2% |
| 5Y | -36.4% | +36.1% | -72.5% | -56.1% |
| All | -65.4% | +197.5% | -262.8% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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