-99.2%
AEMD vs VT
+74.0%
-173.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -4.8% |
| 7D | -3.3% | +2.4% | -5.6% | -6.8% |
| 30D | +4.8% | -1.5% | +6.3% | +7.2% |
| 3M | +80.5% | -4.1% | +84.7% | +91.4% |
| 6M | -50.6% | +0.6% | -51.1% | -49.4% |
| YTD | -61.8% | +11.0% | -72.8% | -63.6% |
| 1Y | -77.7% | +13.3% | -91.0% | -79.0% |
| 3Y | -99.2% | +73.4% | -172.6% | -99.4% |
| All | -99.2% | +74.0% | -173.2% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling