+299.9%
AEM vs VEU
+53.0%
+246.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -1.6% |
| 7D | -5.0% | -1.9% | -3.1% | -3.1% |
| 30D | +8.5% | -0.7% | +9.2% | +9.5% |
| 3M | +29.3% | +4.9% | +24.4% | +23.8% |
| 6M | -12.9% | +9.8% | -22.8% | -19.5% |
| YTD | +16.8% | +15.3% | +1.5% | +3.8% |
| 1Y | +29.8% | +23.0% | +6.8% | +9.3% |
| 3Y | +336.7% | +73.5% | +263.2% | +172.6% |
| 5Y | +299.9% | +54.5% | +245.5% | +141.0% |
| All | +299.9% | +53.0% | +246.9% | +141.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling