+2,723.0%
VRT vs AEM
+484.0%
+2,239.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.5% | +4.6% |
| 7D | +9.1% | -0.5% | +9.6% | +9.2% |
| 30D | +0.9% | +24.0% | -23.1% | -3.5% |
| 3M | -13.4% | +16.1% | -29.5% | -16.3% |
| 6M | +11.7% | -11.6% | +23.3% | +13.1% |
| YTD | +73.2% | +21.5% | +51.7% | +66.5% |
| 1Y | +123.4% | +39.2% | +84.2% | +110.3% |
| 3Y | +606.2% | +347.4% | +258.7% | +454.5% |
| 5Y | +899.9% | +290.1% | +609.8% | +677.0% |
| All | +2,723.0% | +484.0% | +2,239.0% | +1,918.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling