+306.5%
IVV vs AAL
-66.2%
+372.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | 0.0% |
| 7D | -2.7% | +4.6% | -7.3% | -3.5% |
| 30D | -5.4% | +2.6% | -7.9% | -5.9% |
| 3M | -4.1% | -17.8% | +13.7% | -1.1% |
| 6M | +0.7% | +1.9% | -1.1% | -0.4% |
| YTD | +8.7% | -14.0% | +22.8% | +9.9% |
| 1Y | +11.0% | +0.2% | +10.7% | +9.1% |
| 3Y | +75.4% | +13.0% | +62.4% | +62.6% |
| 5Y | +68.3% | -39.6% | +107.9% | +68.3% |
| All | +306.5% | -66.2% | +372.8% | +315.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling