+304.9%
AEM vs VTRS
+47.1%
+257.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | -2.1% | -2.2% | +0.1% | -1.8% |
| 30D | +8.4% | +3.3% | +5.1% | +7.9% |
| 3M | +27.3% | +2.0% | +25.3% | +26.6% |
| 6M | -9.7% | +19.9% | -29.6% | -12.5% |
| YTD | +19.0% | +35.7% | -16.8% | +13.4% |
| 1Y | +31.5% | +68.1% | -36.6% | +21.6% |
| 3Y | +338.7% | +87.1% | +251.6% | +294.7% |
| All | +304.9% | +47.1% | +257.7% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling