+2,267.4%
VGT vs AA
-18.9%
+2,286.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.8% |
| 7D | +1.0% | -0.7% | +1.7% | +1.1% |
| 30D | +1.3% | +5.0% | -3.7% | -0.2% |
| 3M | -1.1% | -35.8% | +34.7% | +9.4% |
| 6M | +32.6% | -18.4% | +51.0% | +37.0% |
| YTD | +29.0% | -5.5% | +34.5% | +27.7% |
| 1Y | +39.7% | +61.0% | -21.3% | +20.0% |
| 3Y | +120.9% | +66.2% | +54.7% | +78.6% |
| 5Y | +133.6% | +11.4% | +122.2% | +92.9% |
| 10Y | +792.6% | +116.9% | +675.7% | +404.2% |
| All | +2,267.4% | -18.9% | +2,286.3% | +1,295.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling