+1,801.5%
AEM vs VNQ
+386.3%
+1,415.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.7% |
| 7D | -2.1% | -1.3% | -0.9% | -1.7% |
| 30D | +8.4% | -2.6% | +11.0% | +9.3% |
| 3M | +27.3% | -2.0% | +29.3% | +28.0% |
| 6M | -9.7% | +4.3% | -14.0% | -10.8% |
| YTD | +19.0% | +9.2% | +9.7% | +15.9% |
| 1Y | +31.5% | +5.6% | +25.9% | +29.4% |
| 3Y | +338.7% | +30.8% | +307.9% | +304.3% |
| 5Y | +307.4% | +8.0% | +299.4% | +295.0% |
| 10Y | +370.9% | +63.7% | +307.2% | +294.8% |
| All | +1,801.5% | +386.3% | +1,415.2% | +1,032.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 all: compounded portfolio wealth divided by compounded VNQ 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…
all analysis · Full analysis span regression · 6 months rolling