+766.9%
VST vs AEM
+297.7%
+469.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.0% |
| 7D | +9.9% | +4.3% | +5.5% | +8.6% |
| 30D | +7.9% | +13.1% | -5.2% | +4.1% |
| 3M | +3.4% | +24.8% | -21.4% | -3.2% |
| 6M | -4.1% | -8.2% | +4.1% | -3.2% |
| YTD | -5.7% | +19.8% | -25.5% | -11.9% |
| 1Y | -18.9% | +32.1% | -50.9% | -26.3% |
| 3Y | +359.1% | +348.2% | +10.9% | +208.8% |
| 5Y | +766.9% | +297.5% | +469.4% | +508.9% |
| All | +766.9% | +297.7% | +469.2% | +508.9% |
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