+99.1%
V vs AAL
-40.6%
+139.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.3% |
| 7D | +2.2% | +4.6% | -2.4% | +1.4% |
| 30D | +13.6% | +2.6% | +11.0% | +13.0% |
| 3M | +14.3% | -17.8% | +32.1% | +18.0% |
| 6M | +33.1% | +1.9% | +31.2% | +31.4% |
| YTD | +21.2% | -14.0% | +35.3% | +22.7% |
| 1Y | +26.4% | +0.2% | +26.2% | +24.0% |
| 3Y | +77.6% | +13.0% | +64.5% | +59.5% |
| All | +99.1% | -40.6% | +139.7% | +102.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling