-67.1%
AAL vs VT
+215.5%
-282.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | +4.6% | -2.3% | +6.9% | +8.7% |
| 30D | +2.6% | -5.0% | +7.5% | +11.4% |
| 3M | -17.8% | -4.9% | -12.9% | -10.7% |
| 6M | +1.9% | -1.5% | +3.4% | +5.1% |
| YTD | -14.0% | +8.5% | -22.5% | -23.3% |
| 1Y | +0.2% | +11.4% | -11.1% | -14.3% |
| 3Y | +13.0% | +70.1% | -57.0% | -48.6% |
| 5Y | -39.6% | +53.7% | -93.3% | -66.6% |
| All | -67.1% | +215.5% | -282.7% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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