+32.1%
AEM vs VLTO
-9.1%
+41.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | +4.3% | -1.6% | +5.9% | +4.6% |
| 30D | +13.1% | -2.9% | +16.0% | +13.4% |
| 3M | +24.8% | +12.7% | +12.1% | +23.4% |
| 6M | -8.2% | +1.6% | -9.8% | -6.7% |
| YTD | +19.8% | -4.0% | +23.8% | +20.8% |
| 1Y | +32.1% | -10.2% | +42.2% | +35.7% |
| All | +32.1% | -9.1% | +41.2% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling