-32.5%
AAL price history and return analytics
+66.2%
-98.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.8% |
| 7D | -0.3% | +1.0% | -1.3% | -2.0% |
| 30D | -19.0% | -0.2% | -18.8% | -18.6% |
| 3M | -5.1% | +4.5% | -9.6% | -11.5% |
| 6M | +15.5% | +14.1% | +1.4% | -6.8% |
| YTD | -15.8% | +14.8% | -30.5% | -32.6% |
| 1Y | -0.3% | +21.2% | -21.5% | -27.1% |
| 3Y | -7.7% | +76.6% | -84.2% | -62.9% |
| 5Y | -32.5% | +66.6% | -99.1% | -68.5% |
| All | -32.5% | +66.2% | -98.7% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling