+6.0%
AAL vs VST
-32.3%
+38.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | 0.0% |
| 7D | +10.1% | -6.0% | +16.1% | +10.6% |
| 30D | +10.6% | -18.8% | +29.3% | +14.6% |
| 3M | -5.9% | -8.0% | +2.1% | -5.7% |
| 6M | +5.7% | -10.9% | +16.6% | +5.0% |
| YTD | -8.0% | -18.3% | +10.4% | -7.0% |
| 1Y | +6.0% | -29.9% | +35.9% | +8.2% |
| All | +6.0% | -32.3% | +38.3% | +8.2% |
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