+44.6%
DAL vs VGT
+16.6%
+28.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.7% | -4.9% |
| 7D | +1.4% | +5.6% | -4.2% | -2.0% |
| 30D | +9.1% | -10.6% | +19.7% | +16.8% |
| 3M | -3.5% | -6.9% | +3.4% | +0.7% |
| 6M | +23.4% | +0.9% | +22.4% | +18.9% |
| YTD | +26.0% | +20.4% | +5.6% | +1.4% |
| 1Y | +44.6% | +17.4% | +27.3% | +18.8% |
| All | +44.6% | +16.6% | +28.0% | +18.8% |
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