+122.1%
VGT vs AEM
+331.1%
-209.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.6% |
| 7D | -1.0% | -5.0% | +4.0% | -0.2% |
| 30D | -0.4% | +8.5% | -8.9% | -1.9% |
| 3M | +6.6% | +29.3% | -22.7% | +1.8% |
| 6M | +31.0% | -12.9% | +44.0% | +31.8% |
| YTD | +27.2% | +16.8% | +10.5% | +22.9% |
| 1Y | +34.5% | +29.8% | +4.6% | +27.9% |
| All | +122.1% | +331.1% | -209.0% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling