+124.8%
VGT vs AEE
+46.3%
+78.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.2% |
| 7D | -0.2% | -0.8% | +0.6% | -0.2% |
| 30D | -0.4% | -2.9% | +2.5% | -0.7% |
| 3M | +4.4% | -2.4% | +6.8% | +4.1% |
| 6M | +32.1% | -2.7% | +34.8% | +31.7% |
| YTD | +28.8% | +7.3% | +21.5% | +28.8% |
| 1Y | +35.3% | +7.5% | +27.8% | +35.4% |
| 3Y | +124.8% | +46.2% | +78.6% | +131.6% |
| All | +124.8% | +46.3% | +78.5% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling