+123.4%
VRT vs AEM
+40.5%
+82.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.5% | +4.8% |
| 7D | +9.1% | -0.5% | +9.6% | +9.3% |
| 30D | +0.9% | +24.0% | -23.1% | -8.7% |
| 3M | -13.4% | +16.1% | -29.5% | -19.6% |
| 6M | +11.7% | -11.6% | +23.3% | +15.7% |
| YTD | +73.2% | +21.5% | +51.7% | +58.0% |
| 1Y | +123.4% | +39.2% | +84.2% | +103.0% |
| All | +123.4% | +40.5% | +82.9% | +103.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling