+1,756.6%
AEM vs VO
+825.5%
+931.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.6% |
| 7D | -5.6% | +2.9% | -8.6% | -7.2% |
| 30D | -3.9% | +1.0% | -4.9% | -4.4% |
| 3M | -3.4% | -1.7% | -1.7% | -2.3% |
| 6M | -9.0% | +6.7% | -15.7% | -12.0% |
| YTD | +5.9% | +14.0% | -8.1% | -0.9% |
| 1Y | +4.0% | +13.7% | -9.7% | -2.5% |
| 3Y | +298.8% | +65.8% | +232.9% | +200.4% |
| 5Y | +250.7% | +36.6% | +214.1% | +190.2% |
| 10Y | +405.9% | +198.9% | +207.0% | +145.2% |
| All | +1,756.6% | +825.5% | +931.1% | +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