+170.5%
AEP vs VGT
+820.0%
-649.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | -0.9% | -0.2% | -0.8% | -0.9% |
| 30D | -1.1% | -0.4% | -0.6% | -1.0% |
| 3M | -3.3% | +4.4% | -7.7% | -4.2% |
| 6M | -4.6% | +32.1% | -36.7% | -10.0% |
| YTD | +9.4% | +28.8% | -19.4% | +3.6% |
| 1Y | +16.9% | +35.3% | -18.4% | +9.4% |
| 3Y | +76.6% | +124.8% | -48.1% | +42.6% |
| 5Y | +66.2% | +137.9% | -71.7% | +28.8% |
| All | +170.5% | +820.0% | -649.5% | +32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling