+82.6%
VOO vs AAL
-36.6%
+119.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -2.0% | -0.9% | -1.1% | -1.8% |
| 30D | -1.7% | -16.0% | +14.3% | +1.7% |
| 3M | +4.7% | -4.2% | +9.0% | +5.0% |
| 6M | +12.6% | +15.7% | -3.1% | +8.1% |
| YTD | +11.8% | -16.2% | +27.9% | +13.9% |
| 1Y | +17.5% | +0.2% | +17.3% | +14.9% |
| 3Y | +77.0% | -8.1% | +85.1% | +67.0% |
| 5Y | +82.6% | -32.2% | +114.8% | +75.9% |
| All | +82.6% | -36.6% | +119.2% | +75.9% |
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