+249.0%
AEM vs VIG
+64.4%
+184.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.8% | +3.5% | -10.3% | -9.1% |
| 30D | +0.8% | +4.9% | -4.1% | -2.6% |
| 3M | -0.8% | +2.5% | -3.4% | -2.6% |
| 6M | -8.5% | +11.0% | -19.5% | -14.7% |
| YTD | +5.9% | +16.0% | -10.0% | -3.7% |
| 1Y | +6.6% | +17.5% | -10.9% | -3.8% |
| 3Y | +302.2% | +67.0% | +235.2% | +191.3% |
| All | +249.0% | +64.4% | +184.5% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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