+355.1%
AEM price history and return analytics
+229.8%
+125.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | -2.1% | -1.1% | -1.0% | -1.5% |
| 30D | +8.4% | -1.0% | +9.4% | +9.1% |
| 3M | +27.3% | +3.2% | +24.1% | +25.4% |
| 6M | -9.7% | +12.5% | -22.1% | -14.4% |
| YTD | +19.0% | +14.1% | +4.9% | +12.2% |
| 1Y | +31.5% | +18.9% | +12.6% | +21.8% |
| 3Y | +338.7% | +74.1% | +264.6% | +241.3% |
| 5Y | +307.4% | +66.9% | +240.6% | +216.3% |
| All | +355.1% | +229.8% | +125.3% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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