+250.7%
AEM vs VCIT
+3.6%
+247.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.8% |
| 7D | -5.6% | -1.4% | -4.2% | -3.1% |
| 30D | -3.9% | +0.8% | -4.7% | -5.1% |
| 3M | -3.4% | -1.7% | -1.7% | 0.0% |
| 6M | -9.0% | -2.1% | -7.0% | -5.0% |
| YTD | +5.9% | -2.0% | +7.9% | +10.8% |
| 1Y | +4.0% | -1.5% | +5.4% | +7.8% |
| 3Y | +298.8% | +19.0% | +279.8% | +200.5% |
| 5Y | +250.7% | +3.8% | +246.9% | +214.7% |
| All | +250.7% | +3.6% | +247.1% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling