+16.9%
AEP vs VGT
+35.2%
-18.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | 0.0% |
| 7D | -0.9% | -0.2% | -0.8% | -1.0% |
| 30D | -1.1% | -0.4% | -0.6% | -1.1% |
| 3M | -3.3% | +4.4% | -7.7% | -2.7% |
| 6M | -4.6% | +32.1% | -36.7% | -2.7% |
| YTD | +9.4% | +28.8% | -19.4% | +11.5% |
| 1Y | +16.9% | +35.3% | -18.4% | +21.5% |
| All | +16.9% | +35.2% | -18.3% | +21.5% |
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