+250.7%
AEM price history and return analytics
+58.5%
+192.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.4% | -3.5% |
| 7D | -5.6% | +2.9% | -8.5% | -7.8% |
| 30D | -3.9% | -2.5% | -1.4% | -1.7% |
| 3M | -3.4% | -3.3% | -0.1% | -0.4% |
| 6M | -9.0% | +1.5% | -10.6% | -9.3% |
| YTD | +5.9% | +11.4% | -5.4% | -0.8% |
| 1Y | +4.0% | +11.9% | -7.9% | -2.8% |
| 3Y | +298.8% | +73.9% | +224.9% | +175.2% |
| 5Y | +250.7% | +57.9% | +192.8% | +128.5% |
| All | +250.7% | +58.5% | +192.2% | +128.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling