-34.9%
VST vs AEM
+17.3%
-52.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +9.7% | -23.5% | -16.1% |
| 7D | -15.7% | +0.2% | -15.9% | -15.7% |
| 30D | -17.0% | +0.1% | -17.0% | -16.8% |
| 3M | -15.9% | +22.1% | -38.0% | -21.4% |
| 6M | -25.0% | +2.4% | -27.4% | -26.4% |
| YTD | -25.1% | +8.9% | -34.0% | -31.9% |
| 1Y | -34.9% | +18.7% | -53.6% | -44.7% |
| All | -34.9% | +17.3% | -52.2% | -44.7% |
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 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