+1,002.6%
VST vs AEM
+374.8%
+627.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.3% | +9.2% | +10.3% |
| 7D | -9.8% | +15.8% | -25.6% | -12.3% |
| 30D | -25.1% | +6.2% | -31.3% | -26.1% |
| 3M | -11.6% | +14.3% | -25.9% | -14.0% |
| 6M | -20.9% | +1.4% | -22.3% | -21.7% |
| YTD | -22.3% | +13.7% | -36.0% | -24.9% |
| 1Y | -32.0% | +21.3% | -53.3% | -34.9% |
| 3Y | +262.4% | +309.9% | -47.5% | +193.5% |
| 5Y | +563.4% | +301.0% | +262.4% | +431.8% |
| 10Y | +1,120.7% | +344.0% | +776.7% | +829.5% |
| All | +1,002.6% | +374.8% | +627.8% | +737.9% |
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 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