+109.6%
VRT vs AEM
+31.8%
+77.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.4% | -10.0% | -9.7% |
| 7D | +2.4% | +3.0% | -0.6% | +1.2% |
| 30D | -2.7% | +12.5% | -15.2% | -8.1% |
| 3M | -9.2% | +26.9% | -36.1% | -19.4% |
| 6M | -0.5% | -9.4% | +8.9% | +2.2% |
| YTD | +62.3% | +20.3% | +42.1% | +47.9% |
| 1Y | +109.6% | +33.8% | +75.8% | +80.5% |
| All | +109.6% | +31.8% | +77.7% | +80.5% |
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