+484.0%
V vs AAL
-68.3%
+552.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.5% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | +9.0% | +11.7% | -2.7% | +6.7% |
| 3M | +16.7% | -12.5% | +29.3% | +19.2% |
| 6M | +33.4% | +3.6% | +29.8% | +31.3% |
| YTD | +22.4% | -14.1% | +36.4% | +23.6% |
| 1Y | +27.7% | +0.8% | +26.9% | +25.1% |
| 3Y | +78.0% | +11.8% | +66.2% | +63.5% |
| 5Y | +108.5% | -35.1% | +143.6% | +105.9% |
| All | +484.0% | -68.3% | +552.3% | +488.5% |
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