-32.6%
AAL vs VTI
+74.4%
-107.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -0.1% |
| 7D | -0.9% | -0.9% | 0.0% | +0.5% |
| 30D | -12.9% | -1.4% | -11.4% | -10.8% |
| 3M | -11.2% | +3.6% | -14.8% | -15.7% |
| 6M | +17.8% | +13.6% | +4.2% | -2.6% |
| YTD | -15.1% | +12.9% | -28.1% | -28.9% |
| 1Y | +0.5% | +17.2% | -16.8% | -20.5% |
| 3Y | -7.7% | +75.7% | -83.3% | -59.6% |
| All | -32.6% | +74.4% | -107.0% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling