+830.1%
IVV vs AAL
-33.8%
+863.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.6% |
| 7D | +0.1% | -3.7% | +3.9% | +0.7% |
| 30D | +0.1% | -20.8% | +20.9% | +3.4% |
| 3M | +2.0% | -1.3% | +3.3% | +1.8% |
| 6M | +13.0% | +5.4% | +7.7% | +11.4% |
| YTD | +13.6% | -14.4% | +27.9% | +14.9% |
| 1Y | +20.1% | +2.1% | +18.0% | +18.1% |
| 3Y | +77.6% | -10.6% | +88.2% | +73.1% |
| 5Y | +82.5% | -32.2% | +114.7% | +80.8% |
| 10Y | +316.5% | -62.7% | +379.2% | +309.0% |
| All | +830.1% | -33.8% | +863.9% | +530.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling