+302.2%
AEM vs VLTO
+70.6%
+231.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -6.8% | +1.0% | -7.8% | -7.0% |
| 30D | +0.8% | +17.5% | -16.7% | -1.2% |
| 3M | -0.8% | +21.4% | -22.2% | -3.4% |
| 6M | -8.5% | +38.1% | -46.6% | -12.6% |
| YTD | +5.9% | +19.0% | -13.1% | +3.6% |
| 1Y | +6.6% | +20.7% | -14.1% | +3.9% |
| 3Y | +302.2% | +64.3% | +237.9% | +266.4% |
| All | +302.2% | +70.6% | +231.6% | +266.4% |
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