+2,260.0%
VGT vs AEM
+2,108.5%
+151.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +1.5% | +3.0% | -1.5% | +1.2% |
| 30D | +0.5% | +12.5% | -12.0% | -0.8% |
| 3M | +5.3% | +26.9% | -21.7% | +2.5% |
| 6M | +32.4% | -9.4% | +41.9% | +33.1% |
| YTD | +28.6% | +20.3% | +8.3% | +25.5% |
| 1Y | +37.6% | +33.8% | +3.9% | +32.7% |
| 3Y | +125.5% | +349.8% | -224.3% | +92.1% |
| 5Y | +135.2% | +301.0% | -165.8% | +100.2% |
| 10Y | +812.9% | +376.1% | +436.8% | +645.8% |
| All | +2,260.0% | +2,108.5% | +151.5% | +1,313.9% |
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