+355.1%
AEM vs VEU
+155.0%
+200.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.8% | +1.2% |
| 7D | -2.1% | -1.4% | -0.7% | -1.2% |
| 30D | +8.4% | -0.4% | +8.9% | +8.9% |
| 3M | +27.3% | +2.5% | +24.7% | +25.6% |
| 6M | -9.7% | +11.1% | -20.8% | -14.8% |
| YTD | +19.0% | +16.5% | +2.4% | +9.4% |
| 1Y | +31.5% | +22.9% | +8.6% | +17.4% |
| 3Y | +338.7% | +73.4% | +265.3% | +223.7% |
| 5Y | +307.4% | +56.1% | +251.3% | +209.2% |
| All | +355.1% | +155.0% | +200.1% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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