+304.9%
AEM vs VTV
+80.6%
+224.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.3% |
| 7D | -2.1% | -1.1% | -1.0% | -1.3% |
| 30D | +8.4% | -1.0% | +9.5% | +9.4% |
| 3M | +27.3% | +4.6% | +22.6% | +23.3% |
| 6M | -9.7% | +13.5% | -23.2% | -17.0% |
| YTD | +19.0% | +18.5% | +0.5% | +6.4% |
| 1Y | +31.5% | +22.9% | +8.6% | +15.0% |
| 3Y | +338.7% | +67.8% | +270.9% | +207.1% |
| All | +304.9% | +80.6% | +224.2% | +173.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling