-32.2%
AAL vs VGT
+131.4%
-163.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | +0.3% |
| 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% | -10.3% |
| 6M | +15.7% | +31.0% | -15.4% | -11.7% |
| YTD | -16.2% | +27.2% | -43.4% | -34.3% |
| 1Y | +0.2% | +34.5% | -34.2% | -25.8% |
| 3Y | -8.1% | +123.1% | -131.2% | -59.5% |
| 5Y | -32.2% | +135.1% | -167.3% | -71.3% |
| All | -32.2% | +131.4% | -163.6% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling