+325.7%
AEM vs VT
+74.4%
+251.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.7% | -4.7% |
| 7D | +13.9% | -0.1% | +14.0% | +13.8% |
| 30D | +0.8% | -3.1% | +3.8% | +4.1% |
| 3M | +5.8% | -3.5% | +9.3% | +10.0% |
| 6M | -1.0% | +0.5% | -1.4% | -0.3% |
| YTD | +13.1% | +10.8% | +2.3% | +5.6% |
| 1Y | +14.4% | +11.9% | +2.5% | +6.2% |
| 3Y | +325.7% | +73.0% | +252.7% | +156.6% |
| All | +325.7% | +74.4% | +251.3% | +156.6% |
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