+1,855.0%
VRT vs AAL
-61.9%
+1,916.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -3.0% |
| 7D | -17.7% | +10.1% | -27.8% | -20.1% |
| 30D | -20.0% | +10.6% | -30.6% | -22.6% |
| 3M | -28.1% | -5.9% | -22.1% | -27.0% |
| 6M | -42.8% | +5.7% | -48.5% | -44.6% |
| YTD | +20.0% | -8.0% | +27.9% | +20.0% |
| 1Y | +3.5% | +6.0% | -2.5% | -1.0% |
| 3Y | +366.1% | +19.6% | +346.5% | +308.9% |
| 5Y | +632.2% | -34.6% | +666.8% | +642.2% |
| All | +1,855.0% | -61.9% | +1,916.9% | +1,666.6% |
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