+66.4%
AEP vs VGT
+131.4%
-65.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.9% |
| 7D | -1.0% | -1.0% | 0.0% | -0.9% |
| 30D | -0.1% | -0.4% | +0.4% | -0.1% |
| 3M | -3.2% | +6.6% | -9.8% | -3.6% |
| 6M | -5.3% | +31.0% | -36.3% | -7.3% |
| YTD | +9.5% | +27.2% | -17.7% | +7.4% |
| 1Y | +17.5% | +34.5% | -17.0% | +14.6% |
| 3Y | +77.0% | +123.1% | -46.2% | +56.4% |
| 5Y | +66.4% | +135.1% | -68.7% | +36.0% |
| All | +66.4% | +131.4% | -65.0% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling