+2,010.2%
VRT vs AAL
-64.1%
+2,074.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.6% | +7.1% | +3.2% |
| 7D | +18.6% | +2.9% | +15.7% | +17.6% |
| 30D | -11.7% | +6.5% | -18.1% | -13.6% |
| 3M | -27.3% | -10.9% | -16.4% | -25.1% |
| 6M | -42.9% | +4.9% | -47.8% | -44.5% |
| YTD | +29.5% | -13.2% | +42.7% | +31.7% |
| 1Y | +21.0% | -1.1% | +22.2% | +18.2% |
| 3Y | +403.1% | +12.8% | +390.3% | +348.8% |
| 5Y | +688.8% | -34.4% | +723.2% | +703.9% |
| All | +2,010.2% | -64.1% | +2,074.3% | +1,839.1% |
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