+34.5%
VGT vs AA
+55.5%
-21.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.7% | -0.2% |
| 7D | -1.0% | -5.4% | +4.4% | -0.1% |
| 30D | -0.4% | -10.7% | +10.2% | +1.5% |
| 3M | +6.6% | -26.2% | +32.8% | +11.6% |
| 6M | +31.0% | -20.9% | +52.0% | +35.0% |
| YTD | +27.2% | -8.6% | +35.9% | +26.9% |
| 1Y | +34.5% | +57.4% | -22.9% | +22.6% |
| All | +34.5% | +55.5% | -21.1% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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