+2,021.7%
AEM vs VSAT
+1,485.7%
+536.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -1.5% |
| 7D | -0.5% | +11.8% | -12.3% | -1.2% |
| 30D | +24.0% | -7.0% | +31.1% | +24.5% |
| 3M | +16.1% | +3.3% | +12.8% | +15.3% |
| 6M | -11.6% | +57.4% | -69.1% | -14.5% |
| YTD | +21.5% | +118.6% | -97.0% | +15.2% |
| 1Y | +39.2% | +150.2% | -111.1% | +30.6% |
| 3Y | +347.4% | +160.7% | +186.7% | +303.5% |
| 5Y | +290.1% | +51.2% | +239.0% | +255.2% |
| 10Y | +357.8% | -0.7% | +358.4% | +314.9% |
| All | +2,021.7% | +1,485.7% | +536.0% | +1,541.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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