+1,757.0%
AEM vs VO
+825.6%
+931.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.8% | +3.1% | -9.9% | -8.4% |
| 30D | +0.8% | +2.2% | -1.4% | -0.4% |
| 3M | -0.8% | -2.5% | +1.7% | +0.8% |
| 6M | -8.5% | +7.0% | -15.5% | -11.6% |
| YTD | +5.9% | +14.0% | -8.0% | -0.9% |
| 1Y | +6.6% | +15.6% | -9.0% | -1.0% |
| 3Y | +302.2% | +66.2% | +236.0% | +202.6% |
| 5Y | +250.8% | +36.6% | +214.2% | +190.3% |
| 10Y | +406.1% | +199.0% | +207.1% | +145.3% |
| All | +1,757.0% | +825.6% | +931.4% | +240.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling