+355.1%
AEM vs VTV
+234.5%
+120.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.6% |
| 7D | -2.1% | -1.1% | -1.0% | -1.7% |
| 30D | +8.4% | -1.0% | +9.5% | +8.9% |
| 3M | +27.3% | +4.6% | +22.6% | +25.3% |
| 6M | -9.7% | +13.5% | -23.2% | -13.3% |
| YTD | +19.0% | +18.5% | +0.5% | +12.6% |
| 1Y | +31.5% | +22.9% | +8.6% | +23.1% |
| 3Y | +338.7% | +67.8% | +270.9% | +273.1% |
| 5Y | +307.4% | +81.8% | +225.6% | +240.0% |
| All | +355.1% | +234.5% | +120.6% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling