-64.8%
AAL vs VGT
+820.0%
-884.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.2% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -12.9% | -0.4% | -12.4% | -12.6% |
| 3M | -11.2% | +4.4% | -15.6% | -15.1% |
| 6M | +17.8% | +32.1% | -14.2% | -9.0% |
| YTD | -15.1% | +28.8% | -43.9% | -33.1% |
| 1Y | +0.5% | +35.3% | -34.9% | -24.5% |
| 3Y | -7.7% | +124.8% | -132.4% | -56.4% |
| 5Y | -31.3% | +137.9% | -169.3% | -69.2% |
| All | -64.8% | +820.0% | -884.8% | -95.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling