+309.9%
AEM vs VLTO
+69.5%
+240.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.9% | +1.3% |
| 7D | +15.8% | +5.4% | +10.4% | +15.2% |
| 30D | +6.2% | +22.3% | -16.1% | +3.5% |
| 3M | +14.3% | +19.6% | -5.3% | +11.7% |
| 6M | +1.4% | +35.2% | -33.8% | -2.6% |
| YTD | +13.7% | +17.9% | -4.1% | +11.4% |
| 1Y | +21.3% | +19.5% | +1.8% | +18.5% |
| 3Y | +309.9% | +73.9% | +236.0% | +286.3% |
| All | +309.9% | +69.5% | +240.4% | +286.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling