+299.9%
AEM vs VIG
+61.5%
+238.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | -5.0% | -2.2% | -2.8% | -3.6% |
| 30D | +8.5% | -3.2% | +11.7% | +10.9% |
| 3M | +29.3% | +3.0% | +26.2% | +26.9% |
| 6M | -12.9% | +8.1% | -21.1% | -16.9% |
| YTD | +16.8% | +9.1% | +7.7% | +11.0% |
| 1Y | +29.8% | +12.6% | +17.3% | +21.3% |
| 3Y | +336.7% | +55.4% | +281.4% | +235.1% |
| 5Y | +299.9% | +62.8% | +237.2% | +189.9% |
| All | +299.9% | +61.5% | +238.5% | +189.9% |
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