+78.8%
IVV vs AAL
+13.8%
+65.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.6% | +5.3% | +0.6% |
| 7D | +3.3% | +2.9% | +0.4% | +2.8% |
| 30D | -2.7% | +6.5% | -9.1% | -3.8% |
| 3M | -1.7% | -10.9% | +9.1% | -0.1% |
| 6M | +3.2% | +4.9% | -1.7% | +1.5% |
| YTD | +12.0% | -13.2% | +25.2% | +12.8% |
| 1Y | +12.1% | -1.1% | +13.2% | +10.4% |
| All | +78.8% | +13.8% | +65.1% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling