-64.8%
AAL price history and return analytics
+229.8%
-294.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | -0.2% |
| 7D | -0.9% | -1.1% | +0.2% | +0.9% |
| 30D | -12.9% | -1.0% | -11.9% | -11.4% |
| 3M | -11.2% | +3.2% | -14.3% | -15.2% |
| 6M | +17.8% | +12.5% | +5.4% | -1.3% |
| YTD | -15.1% | +14.1% | -29.2% | -30.3% |
| 1Y | +0.5% | +18.9% | -18.4% | -22.6% |
| 3Y | -7.7% | +74.1% | -81.8% | -59.6% |
| 5Y | -31.3% | +66.9% | -98.2% | -66.7% |
| All | -64.8% | +229.8% | -294.6% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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