+109.6%
VRT vs AAL
0.0%
+109.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.7% |
| 7D | +2.4% | -1.3% | +3.7% | +2.7% |
| 30D | -2.7% | -13.7% | +11.1% | +1.3% |
| 3M | -9.2% | -8.2% | -1.0% | -7.4% |
| 6M | -0.5% | +13.1% | -13.6% | -6.3% |
| YTD | +62.3% | -15.6% | +77.9% | +62.0% |
| 1Y | +109.6% | +1.4% | +108.2% | +93.7% |
| All | +109.6% | 0.0% | +109.6% | +93.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling