+39.2%
AEM vs VTR
+36.9%
+2.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.1% |
| 7D | -0.5% | -1.7% | +1.2% | -0.4% |
| 30D | +24.0% | -2.4% | +26.5% | +24.1% |
| 3M | +16.1% | +14.8% | +1.3% | +13.5% |
| 6M | -11.6% | +5.3% | -17.0% | -10.8% |
| YTD | +21.5% | +18.1% | +3.5% | +22.5% |
| 1Y | +39.2% | +36.7% | +2.5% | +34.3% |
| All | +39.2% | +36.9% | +2.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling