+2,260.0%
VGT vs AEE
+459.4%
+1,800.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +1.5% | +1.1% | +0.4% | +1.0% |
| 30D | +0.5% | 0.0% | +0.5% | +0.5% |
| 3M | +5.3% | -0.9% | +6.2% | +5.2% |
| 6M | +32.4% | -2.4% | +34.8% | +32.6% |
| YTD | +28.6% | +8.6% | +19.9% | +22.6% |
| 1Y | +37.6% | +10.2% | +27.5% | +30.1% |
| 3Y | +125.5% | +47.8% | +77.7% | +82.3% |
| 5Y | +135.2% | +40.1% | +95.1% | +92.6% |
| 10Y | +812.9% | +195.0% | +617.9% | +397.0% |
| All | +2,260.0% | +459.4% | +1,800.5% | +787.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling