+953.6%
VRT vs AEM
+296.4%
+657.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.4% | -10.0% | -9.7% |
| 7D | +2.4% | +3.0% | -0.6% | +1.7% |
| 30D | -2.7% | +12.5% | -15.2% | -5.6% |
| 3M | -9.2% | +26.9% | -36.1% | -14.7% |
| 6M | -0.5% | -9.4% | +8.9% | +0.4% |
| YTD | +62.3% | +20.3% | +42.1% | +55.4% |
| 1Y | +109.6% | +33.8% | +75.8% | +97.1% |
| 3Y | +573.1% | +349.8% | +223.3% | +419.0% |
| 5Y | +953.6% | +301.0% | +652.6% | +678.7% |
| All | +953.6% | +296.4% | +657.2% | +678.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling