+31.5%
AEM vs VYM
+18.4%
+13.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +0.8% |
| 7D | -2.1% | -0.8% | -1.3% | -0.9% |
| 30D | +8.4% | -2.2% | +10.7% | +12.4% |
| 3M | +27.3% | +3.1% | +24.2% | +20.8% |
| 6M | -9.7% | +9.7% | -19.4% | -21.4% |
| YTD | +19.0% | +14.9% | +4.1% | -0.2% |
| 1Y | +31.5% | +17.6% | +13.9% | +7.3% |
| All | +31.5% | +18.4% | +13.0% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling