+27.3%
V vs AAL
+1.7%
+25.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +0.6% | +10.1% | -9.4% | -0.5% |
| 30D | +9.7% | +10.6% | -0.8% | +8.4% |
| 3M | +17.3% | -5.9% | +23.2% | +17.5% |
| 6M | +33.2% | +5.7% | +27.5% | +31.9% |
| YTD | +21.3% | -8.0% | +29.3% | +23.1% |
| 1Y | +27.3% | +6.0% | +21.3% | +24.9% |
| All | +27.3% | +1.7% | +25.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling