-27.8%
AAL vs VTI
+819.1%
-846.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.7% |
| 7D | -3.7% | +0.1% | -3.8% | -3.9% |
| 30D | -20.8% | 0.0% | -20.8% | -20.8% |
| 3M | -1.3% | +2.0% | -3.3% | -4.0% |
| 6M | +5.4% | +13.0% | -7.6% | -12.6% |
| YTD | -14.4% | +13.9% | -28.3% | -29.8% |
| 1Y | +2.1% | +20.0% | -17.9% | -23.0% |
| 3Y | -10.6% | +75.8% | -86.4% | -62.9% |
| 5Y | -32.2% | +73.8% | -106.1% | -70.6% |
| 10Y | -62.7% | +297.5% | -360.2% | -95.9% |
| All | -27.8% | +819.1% | -846.9% | -97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling