+304.5%
AEM vs VT
+69.4%
+235.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.1% | +7.2% |
| 7D | +7.5% | -4.2% | +11.6% | +12.1% |
| 30D | +1.6% | -5.8% | +7.4% | +8.0% |
| 3M | +14.5% | -5.2% | +19.8% | +21.3% |
| 6M | +6.6% | +0.1% | +6.5% | +8.0% |
| YTD | +12.2% | +8.2% | +4.0% | +7.3% |
| 1Y | +19.4% | +10.1% | +9.3% | +13.0% |
| All | +304.5% | +69.4% | +235.2% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling