+1.4%
AAL vs VSH
+112.8%
-111.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -1.3% | +3.5% | -4.8% | -1.9% |
| 30D | -13.7% | -4.4% | -9.4% | -13.2% |
| 3M | -8.2% | -45.8% | +37.7% | +1.2% |
| 6M | +13.1% | +90.1% | -77.0% | -12.7% |
| YTD | -15.6% | +120.3% | -135.9% | -38.2% |
| 1Y | +1.4% | +112.2% | -110.8% | -27.5% |
| All | +1.4% | +112.8% | -111.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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