+355.1%
AEM vs ITOT
+303.4%
+51.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.5% |
| 7D | -2.1% | -0.9% | -1.2% | -1.8% |
| 30D | +8.4% | -1.5% | +9.9% | +9.1% |
| 3M | +27.3% | +3.6% | +23.7% | +25.7% |
| 6M | -9.7% | +13.7% | -23.4% | -13.4% |
| YTD | +19.0% | +12.9% | +6.0% | +14.3% |
| 1Y | +31.5% | +17.2% | +14.3% | +24.9% |
| 3Y | +338.7% | +75.6% | +263.1% | +263.3% |
| 5Y | +307.4% | +75.5% | +231.9% | +231.9% |
| All | +355.1% | +303.4% | +51.6% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling