+408.6%
AEM vs VO
+197.6%
+211.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.7% |
| 7D | -5.6% | +2.9% | -8.6% | -6.8% |
| 30D | -3.9% | +1.0% | -4.9% | -4.3% |
| 3M | -3.4% | -1.7% | -1.7% | -2.6% |
| 6M | -9.0% | +6.7% | -15.7% | -11.1% |
| YTD | +5.9% | +14.0% | -8.1% | +1.1% |
| 1Y | +4.0% | +13.7% | -9.7% | -0.6% |
| 3Y | +298.8% | +65.8% | +232.9% | +231.6% |
| 5Y | +250.7% | +36.6% | +214.1% | +205.1% |
| All | +408.6% | +197.6% | +211.0% | +261.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling