+23.6%
VRT vs AEM
+3.6%
+20.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | -6.8% | +17.4% | +13.3% |
| 30D | -9.3% | +0.8% | -10.1% | -10.1% |
| 3M | -29.6% | -0.8% | -28.8% | -30.4% |
| 6M | -45.4% | -8.5% | -36.8% | -44.1% |
| YTD | +24.8% | +5.9% | +18.9% | +16.6% |
| 1Y | +23.6% | +6.6% | +17.0% | +13.5% |
| All | +23.6% | +3.6% | +20.0% | +13.5% |
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 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