+297.8%
VTI vs AEM
+378.0%
-80.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.6% |
| 7D | -0.9% | -2.1% | +1.2% | -0.7% |
| 30D | -1.4% | +8.4% | -9.9% | -2.3% |
| 3M | +3.6% | +27.3% | -23.7% | +1.0% |
| 6M | +13.6% | -9.7% | +23.3% | +14.0% |
| YTD | +12.9% | +19.0% | -6.0% | +10.4% |
| 1Y | +17.2% | +31.5% | -14.3% | +13.3% |
| 3Y | +75.7% | +338.7% | -263.0% | +51.2% |
| 5Y | +75.4% | +307.4% | -232.0% | +50.2% |
| All | +297.8% | +378.0% | -80.2% | +237.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling