+18.7%
AEM vs VMC
+3.7%
+15.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +4.6% | +5.1% | +7.4% |
| 7D | +0.2% | +12.3% | -12.2% | -5.1% |
| 30D | +0.1% | +21.2% | -21.2% | -8.7% |
| 3M | +22.1% | +4.6% | +17.5% | +19.3% |
| 6M | +2.4% | +3.9% | -1.4% | -0.3% |
| YTD | +8.9% | +5.0% | +3.9% | +4.5% |
| 1Y | +18.7% | +2.6% | +16.1% | +15.2% |
| All | +18.7% | +3.7% | +15.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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