+77.6%
V vs AAL
+9.3%
+68.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.2% |
| 7D | +2.2% | +4.6% | -2.4% | +1.6% |
| 30D | +13.6% | +2.6% | +11.0% | +13.2% |
| 3M | +14.3% | -17.8% | +32.1% | +16.8% |
| 6M | +33.1% | +1.9% | +31.2% | +32.0% |
| YTD | +21.2% | -14.0% | +35.3% | +22.4% |
| 1Y | +26.4% | +0.2% | +26.2% | +24.9% |
| 3Y | +77.6% | +13.0% | +64.5% | +65.7% |
| All | +77.6% | +9.3% | +68.3% | +65.7% |
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 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