+831.8%
AEP vs VGT
+2,276.4%
-1,444.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.9% | +1.5% | -0.6% | +0.4% |
| 30D | +1.5% | +0.5% | +1.0% | +1.3% |
| 3M | -1.7% | +5.3% | -6.9% | -3.8% |
| 6M | -4.0% | +32.4% | -36.5% | -13.4% |
| YTD | +10.6% | +28.6% | -18.0% | +0.5% |
| 1Y | +18.6% | +37.6% | -19.0% | +5.0% |
| 3Y | +78.7% | +125.5% | -46.8% | +27.2% |
| 5Y | +65.1% | +135.2% | -70.1% | +12.2% |
| 10Y | +177.7% | +812.9% | -635.2% | -3.2% |
| All | +831.8% | +2,276.4% | -1,444.6% | +87.3% |
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 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