-32.5%
AAL vs VOO
+82.3%
-114.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.8% |
| 7D | -0.3% | +0.5% | -0.9% | -1.2% |
| 30D | -19.0% | -0.9% | -18.1% | -17.8% |
| 3M | -5.1% | +3.9% | -9.0% | -10.1% |
| 6M | +15.5% | +14.5% | +0.9% | -5.7% |
| YTD | -15.8% | +13.0% | -28.7% | -29.6% |
| 1Y | -0.3% | +19.4% | -19.7% | -23.5% |
| 3Y | -7.7% | +78.9% | -86.5% | -60.8% |
| 5Y | -32.5% | +82.3% | -114.8% | -70.7% |
| All | -32.5% | +82.3% | -114.8% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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