+229.7%
AEM price history and return analytics
+357.8%
-128.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.4% | -3.7% |
| 7D | -5.6% | +2.9% | -8.5% | -7.3% |
| 30D | -3.9% | -2.5% | -1.4% | -2.2% |
| 3M | -3.4% | -3.3% | -0.1% | -1.0% |
| 6M | -9.0% | +1.5% | -10.6% | -9.3% |
| YTD | +5.9% | +11.4% | -5.4% | +0.2% |
| 1Y | +4.0% | +11.9% | -7.9% | -1.8% |
| 3Y | +298.8% | +73.9% | +224.9% | +185.9% |
| 5Y | +250.7% | +57.9% | +192.8% | +164.4% |
| 10Y | +405.9% | +222.6% | +183.3% | +128.4% |
| All | +229.7% | +357.8% | -128.1% | -20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling