+309.6%
IVV vs AAL
-64.0%
+373.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.4% | -5.1% | +1.1% |
| 7D | +0.1% | +8.3% | -8.2% | -1.3% |
| 30D | -3.3% | +11.0% | -14.3% | -5.2% |
| 3M | -2.4% | -11.2% | +8.8% | -0.7% |
| 6M | +2.6% | +6.1% | -3.5% | +0.7% |
| YTD | +11.3% | -7.6% | +18.9% | +11.1% |
| 1Y | +13.4% | +3.7% | +9.7% | +10.9% |
| 3Y | +80.3% | +20.5% | +59.8% | +65.3% |
| 5Y | +72.7% | -36.4% | +109.1% | +71.0% |
| 10Y | +309.6% | -65.4% | +375.1% | +314.8% |
| All | +309.6% | -64.0% | +373.7% | +314.8% |
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