+624.6%
AEM vs VEU
+190.9%
+433.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +4.3% | +1.7% | +2.7% | +3.2% |
| 30D | +13.1% | +1.0% | +12.1% | +12.5% |
| 3M | +24.8% | +5.6% | +19.2% | +20.6% |
| 6M | -8.2% | +13.7% | -21.9% | -15.0% |
| YTD | +19.8% | +17.7% | +2.1% | +8.8% |
| 1Y | +32.1% | +25.8% | +6.3% | +15.0% |
| 3Y | +348.2% | +77.1% | +271.1% | +212.9% |
| 5Y | +297.5% | +57.1% | +240.3% | +198.6% |
| 10Y | +343.3% | +149.8% | +193.5% | +136.1% |
| All | +624.6% | +190.9% | +433.6% | +208.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling