+7.7%
AAL vs VST
-35.7%
+43.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -13.8% | +20.1% | +8.8% |
| 7D | +8.3% | -15.7% | +24.1% | +11.4% |
| 30D | +6.2% | -17.0% | +23.2% | +9.0% |
| 3M | -17.7% | -15.9% | -1.8% | -16.0% |
| 6M | +15.4% | -25.0% | +40.4% | +19.1% |
| YTD | -11.1% | -25.1% | +14.0% | -8.5% |
| 1Y | +7.7% | -34.9% | +42.6% | +15.7% |
| All | +7.7% | -35.7% | +43.4% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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