+55.3%
V vs AAL
-7.9%
+63.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | -1.7% | -3.7% | +2.0% | -1.3% |
| 30D | +2.0% | -20.8% | +22.8% | +4.8% |
| 3M | +17.4% | -1.3% | +18.6% | +17.1% |
| 6M | +17.5% | +5.4% | +12.1% | +15.8% |
| YTD | +7.6% | -14.4% | +21.9% | +8.8% |
| 1Y | +7.7% | +2.1% | +5.6% | +6.0% |
| All | +55.3% | -7.9% | +63.1% | +46.3% |
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