+21.0%
VRT vs AEM
+6.8%
+14.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +3.0% |
| 7D | +18.6% | -5.6% | +24.3% | +21.1% |
| 30D | -11.7% | -3.9% | -7.8% | -10.5% |
| 3M | -27.3% | -3.4% | -23.8% | -27.2% |
| 6M | -42.9% | -9.0% | -33.8% | -41.4% |
| YTD | +29.5% | +5.9% | +23.6% | +19.4% |
| 1Y | +21.0% | +4.0% | +17.1% | +11.6% |
| All | +21.0% | +6.8% | +14.2% | +11.6% |
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