+2,008.1%
AEM vs VTV
+712.5%
+1,295.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +3.0% | -0.7% | +3.7% | +3.4% |
| 30D | +12.5% | -0.5% | +13.0% | +12.8% |
| 3M | +26.9% | +5.3% | +21.6% | +23.7% |
| 6M | -9.4% | +12.9% | -22.3% | -14.7% |
| YTD | +20.3% | +18.5% | +1.8% | +10.6% |
| 1Y | +33.8% | +25.3% | +8.5% | +19.6% |
| 3Y | +349.8% | +68.2% | +281.6% | +244.2% |
| 5Y | +301.0% | +80.6% | +220.4% | +195.4% |
| 10Y | +376.1% | +232.9% | +143.1% | +135.9% |
| All | +2,008.1% | +712.5% | +1,295.6% | +362.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling