-64.8%
AAL vs VTV
+234.5%
-299.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | 0.0% |
| 7D | -0.9% | -1.1% | +0.2% | +0.9% |
| 30D | -12.9% | -1.0% | -11.8% | -11.3% |
| 3M | -11.2% | +4.6% | -15.8% | -17.5% |
| 6M | +17.8% | +13.5% | +4.3% | -3.6% |
| YTD | -15.1% | +18.5% | -33.6% | -35.1% |
| 1Y | +0.5% | +22.9% | -22.4% | -27.4% |
| 3Y | -7.7% | +67.8% | -75.5% | -58.4% |
| 5Y | -31.3% | +81.8% | -113.2% | -71.9% |
| All | -64.8% | +234.5% | -299.3% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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