-8.2%
AAL vs VTI
+75.5%
-83.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.8% | +1.1% |
| 7D | -1.3% | -0.4% | -0.9% | -0.8% |
| 30D | -13.7% | -1.6% | -12.1% | -11.3% |
| 3M | -8.2% | +3.6% | -11.7% | -12.9% |
| 6M | +13.1% | +13.0% | +0.1% | -6.9% |
| YTD | -15.6% | +12.7% | -28.3% | -30.0% |
| 1Y | +1.4% | +18.4% | -17.0% | -22.2% |
| All | -8.2% | +75.5% | -83.6% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 3y: compounded portfolio wealth divided by compounded VTI 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…
3y analysis · Full analysis span regression · 6 months rolling