+2.1%
AAL vs VGT
+40.8%
-38.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.0% |
| 7D | -3.7% | +1.0% | -4.7% | -4.4% |
| 30D | -20.8% | +1.3% | -22.1% | -21.6% |
| 3M | -1.3% | -1.1% | -0.1% | -1.2% |
| 6M | +5.4% | +32.6% | -27.2% | -18.3% |
| YTD | -14.4% | +29.0% | -43.3% | -32.9% |
| 1Y | +2.1% | +39.7% | -37.6% | -24.0% |
| All | +2.1% | +40.8% | -38.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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