+351.3%
DAL vs VGT
+1,950.1%
-1,598.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.5% |
| 7D | +0.1% | +1.0% | -0.9% | -0.8% |
| 30D | -13.9% | +1.3% | -15.2% | -15.2% |
| 3M | +1.1% | -1.1% | +2.2% | +0.8% |
| 6M | +26.2% | +32.6% | -6.4% | -6.3% |
| YTD | +16.4% | +29.0% | -12.6% | -11.2% |
| 1Y | +33.9% | +39.7% | -5.8% | -6.2% |
| 3Y | +93.4% | +120.9% | -27.5% | -15.8% |
| 5Y | +106.4% | +133.6% | -27.2% | -17.2% |
| 10Y | +143.0% | +792.6% | -649.6% | -80.7% |
| All | +351.3% | +1,950.1% | -1,598.8% | -85.8% |
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 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