+758.4%
IVV vs AEM
+4,325.1%
-3,566.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.8% | -2.5% | +2.0% |
| 7D | +0.1% | +17.8% | -17.7% | -1.0% |
| 30D | -3.3% | +6.2% | -9.5% | -3.8% |
| 3M | -2.4% | +12.5% | -14.9% | -3.3% |
| 6M | +2.6% | +4.4% | -1.8% | +1.9% |
| YTD | +11.3% | +19.2% | -7.9% | +9.3% |
| 1Y | +13.4% | +25.5% | -12.1% | +11.0% |
| 3Y | +80.3% | +346.4% | -266.2% | +61.4% |
| 5Y | +72.7% | +305.7% | -233.0% | +54.3% |
| 10Y | +309.6% | +375.9% | -66.3% | +256.3% |
| All | +758.4% | +4,325.1% | -3,566.8% | +649.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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