-8.8%
AAL vs VGT
+121.2%
-130.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | +0.2% |
| 7D | -0.9% | -1.0% | +0.1% | 0.0% |
| 30D | -16.0% | -0.4% | -15.5% | -15.7% |
| 3M | -4.2% | +6.6% | -10.9% | -9.9% |
| 6M | +15.7% | +31.0% | -15.4% | -10.5% |
| YTD | -16.2% | +27.2% | -43.4% | -33.5% |
| 1Y | +0.2% | +34.5% | -34.2% | -24.7% |
| All | -8.8% | +121.2% | -130.0% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling