-28.9%
AAL vs VGT
+2,369.4%
-2,398.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.4% |
| 7D | -1.3% | +1.5% | -2.8% | -3.0% |
| 30D | -13.7% | +0.5% | -14.3% | -14.5% |
| 3M | -8.2% | +5.3% | -13.4% | -14.3% |
| 6M | +13.1% | +32.4% | -19.3% | -20.4% |
| YTD | -15.6% | +28.6% | -44.2% | -38.7% |
| 1Y | +1.4% | +37.6% | -36.2% | -32.6% |
| 3Y | -7.4% | +125.5% | -132.9% | -67.3% |
| 5Y | -35.9% | +135.2% | -171.1% | -78.9% |
| 10Y | -65.1% | +812.9% | -878.0% | -98.5% |
| All | -28.9% | +2,369.4% | -2,398.3% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling