+908.6%
AEM vs VTEB
+25.1%
+883.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.1% |
| 7D | -5.0% | -1.2% | -3.8% | -3.7% |
| 30D | +8.5% | -2.9% | +11.3% | +12.0% |
| 3M | +29.3% | -3.2% | +32.4% | +33.9% |
| 6M | -12.9% | -2.6% | -10.3% | -10.1% |
| YTD | +16.8% | -1.8% | +18.6% | +19.5% |
| 1Y | +29.8% | +0.2% | +29.6% | +30.2% |
| 3Y | +336.7% | +8.2% | +328.5% | +306.3% |
| 5Y | +299.9% | +0.8% | +299.1% | +290.7% |
| 10Y | +362.2% | +17.7% | +344.6% | +257.7% |
| All | +908.6% | +25.1% | +883.6% | +569.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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