+86.9%
AEP vs VUG
+65.5%
+21.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.9% |
| 7D | +0.7% | -1.1% | +1.8% | +0.8% |
| 30D | +4.8% | -7.0% | +11.8% | +5.5% |
| 3M | +5.4% | -3.7% | +9.1% | +5.7% |
| 6M | +0.4% | -1.6% | +2.0% | +0.4% |
| YTD | +15.5% | +5.1% | +10.4% | +14.4% |
| 1Y | +8.5% | +3.8% | +4.8% | +7.7% |
| 3Y | +84.6% | +79.9% | +4.7% | +61.5% |
| 5Y | +86.9% | +66.4% | +20.5% | +54.7% |
| All | +86.9% | +65.5% | +21.4% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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