+611.0%
VRT vs AAL
-7.9%
+618.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.1% | +3.9% |
| 7D | +9.1% | -3.7% | +12.9% | +10.5% |
| 30D | +0.9% | -20.8% | +21.7% | +8.9% |
| 3M | -13.4% | -1.3% | -12.1% | -13.7% |
| 6M | +11.7% | +5.4% | +6.3% | +7.7% |
| YTD | +73.2% | -14.4% | +87.6% | +77.4% |
| 1Y | +123.4% | +2.1% | +121.3% | +113.5% |
| All | +611.0% | -7.9% | +618.8% | +527.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling