+169.2%
EEM vs VTEB
+25.1%
+144.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.5% |
| 7D | -0.7% | -1.2% | +0.5% | +0.4% |
| 30D | +2.4% | -2.9% | +5.3% | +5.1% |
| 3M | +4.2% | -3.2% | +7.3% | +7.2% |
| 6M | +14.8% | -2.6% | +17.4% | +17.7% |
| YTD | +23.1% | -1.8% | +24.9% | +25.4% |
| 1Y | +32.5% | +0.2% | +32.3% | +32.8% |
| 3Y | +85.9% | +8.2% | +77.7% | +74.7% |
| 5Y | +43.6% | +0.8% | +42.7% | +42.2% |
| 10Y | +127.2% | +17.7% | +109.6% | +131.4% |
| All | +169.2% | +25.1% | +144.1% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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