+384.8%
V vs AAL
-65.6%
+450.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.4% |
| 7D | -2.9% | -1.3% | -1.6% | -2.7% |
| 30D | +1.9% | -13.7% | +15.6% | +4.5% |
| 3M | +13.2% | -8.2% | +21.4% | +14.3% |
| 6M | +16.7% | +13.1% | +3.6% | +12.8% |
| YTD | +5.4% | -15.6% | +21.0% | +7.1% |
| 1Y | +7.7% | +1.4% | +6.2% | +5.2% |
| 3Y | +52.0% | -7.4% | +59.4% | +44.9% |
| 5Y | +67.7% | -35.9% | +103.7% | +66.1% |
| 10Y | +384.8% | -65.1% | +449.9% | +387.7% |
| All | +384.8% | -65.6% | +450.3% | +387.7% |
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