+1,978.7%
VRT vs AAL
-62.0%
+2,040.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +0.5% | +3.4% | -3.0% | -0.3% |
| 30D | -13.7% | +11.7% | -25.5% | -16.8% |
| 3M | -26.7% | -7.8% | -18.9% | -25.2% |
| 6M | -43.8% | +10.2% | -54.1% | -46.2% |
| YTD | +27.6% | -8.0% | +35.6% | +27.6% |
| 1Y | +15.5% | +8.5% | +6.9% | +9.6% |
| 3Y | +395.6% | +19.5% | +376.1% | +334.9% |
| 5Y | +677.3% | -33.9% | +711.2% | +686.5% |
| All | +1,978.7% | -62.0% | +2,040.6% | +1,778.8% |
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