-100.0%
AEMD vs VT
+66.2%
-166.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -26.9% | +0.4% | -27.4% | -27.2% |
| 30D | -44.0% | +1.0% | -45.0% | -44.6% |
| 3M | -82.9% | +2.4% | -85.3% | -83.3% |
| 6M | -80.1% | +12.0% | -92.1% | -82.6% |
| YTD | -86.9% | +15.3% | -102.2% | -88.9% |
| 1Y | -95.0% | +22.6% | -117.6% | -96.0% |
| 3Y | -99.8% | +74.7% | -174.5% | -99.9% |
| All | -100.0% | +66.2% | -166.2% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling