+317.6%
VOO vs AAL
-63.7%
+381.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -0.8% | -0.9% | +0.1% | -0.6% |
| 30D | -1.1% | -12.9% | +11.8% | +1.2% |
| 3M | +3.9% | -11.2% | +15.1% | +5.6% |
| 6M | +13.6% | +17.8% | -4.2% | +9.5% |
| YTD | +12.7% | -15.1% | +27.8% | +14.4% |
| 1Y | +17.6% | +0.5% | +17.1% | +15.4% |
| 3Y | +77.3% | -7.7% | +85.0% | +70.3% |
| 5Y | +84.1% | -31.3% | +115.5% | +80.6% |
| All | +317.6% | -63.7% | +381.3% | +322.2% |
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