+392.2%
DAL vs VGT
+1,736.5%
-1,344.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +0.8% |
| 7D | +8.8% | -7.2% | +16.0% | +16.6% |
| 30D | +5.4% | -16.1% | +21.5% | +24.4% |
| 3M | -4.9% | -9.2% | +4.2% | +3.5% |
| 6M | +19.8% | -0.7% | +20.6% | +17.8% |
| YTD | +27.0% | +15.6% | +11.4% | +7.1% |
| 1Y | +52.5% | +14.4% | +38.1% | +29.6% |
| 3Y | +173.8% | +105.2% | +68.6% | +27.3% |
| 5Y | +104.5% | +100.0% | +4.5% | -4.6% |
| 10Y | +129.7% | +712.1% | -582.4% | -80.2% |
| All | +392.2% | +1,736.5% | -1,344.3% | -82.8% |
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