-32.8%
AAL vs VT
+66.2%
-99.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | -3.7% | +0.4% | -4.2% | -4.5% |
| 30D | -20.8% | +1.0% | -21.8% | -22.1% |
| 3M | -1.3% | +2.4% | -3.7% | -5.0% |
| 6M | +5.4% | +12.0% | -6.6% | -12.1% |
| YTD | -14.4% | +15.3% | -29.7% | -32.0% |
| 1Y | +2.1% | +22.6% | -20.5% | -26.8% |
| 3Y | -10.6% | +74.7% | -85.2% | -63.4% |
| All | -32.8% | +66.2% | -99.0% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling