+19.4%
IVV vs AAL
-1.2%
+20.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -1.0% | -19.0% | +18.0% | +1.8% |
| 3M | +3.9% | -5.1% | +8.9% | +4.2% |
| 6M | +14.5% | +15.5% | -1.0% | +11.1% |
| YTD | +12.9% | -15.8% | +28.7% | +13.0% |
| 1Y | +19.4% | -0.3% | +19.7% | +16.1% |
| All | +19.4% | -1.2% | +20.6% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AAL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling