+2,495.8%
AEM vs VTR
+1,492.6%
+1,003.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +4.3% | -2.4% | +6.7% | +4.6% |
| 30D | +13.1% | -3.7% | +16.9% | +13.6% |
| 3M | +24.8% | +13.5% | +11.2% | +22.9% |
| 6M | -8.2% | +7.2% | -15.4% | -9.1% |
| YTD | +19.8% | +17.6% | +2.3% | +17.5% |
| 1Y | +32.1% | +35.4% | -3.3% | +27.5% |
| 3Y | +348.2% | +132.8% | +215.3% | +308.6% |
| 5Y | +297.5% | +88.7% | +208.8% | +268.1% |
| 10Y | +343.3% | +87.6% | +255.7% | +295.6% |
| All | +2,495.8% | +1,492.6% | +1,003.1% | +2,057.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling