+2,545.5%
VRT vs AAL
-65.1%
+2,610.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.7% |
| 7D | +2.4% | -1.3% | +3.7% | +2.8% |
| 30D | -2.7% | -13.7% | +11.1% | +1.7% |
| 3M | -9.2% | -8.2% | -1.0% | -7.4% |
| 6M | -0.5% | +13.1% | -13.6% | -5.5% |
| YTD | +62.3% | -15.6% | +77.9% | +67.1% |
| 1Y | +109.6% | +1.4% | +108.2% | +103.2% |
| 3Y | +573.1% | -7.4% | +580.5% | +538.4% |
| 5Y | +953.6% | -35.9% | +989.6% | +983.8% |
| All | +2,545.5% | -65.1% | +2,610.6% | +2,361.2% |
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