+856.1%
EEM vs VTR
+1,750.5%
-894.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +3.1% | -2.4% | +5.5% | +4.0% |
| 30D | +4.9% | -3.7% | +8.6% | +6.2% |
| 3M | +5.2% | +13.5% | -8.3% | -0.5% |
| 6M | +20.7% | +7.2% | +13.5% | +16.1% |
| YTD | +26.5% | +17.6% | +8.9% | +17.3% |
| 1Y | +37.8% | +35.4% | +2.5% | +20.7% |
| 3Y | +91.0% | +132.8% | -41.9% | +32.7% |
| 5Y | +47.0% | +88.7% | -41.6% | +7.9% |
| 10Y | +125.6% | +87.6% | +37.9% | +40.5% |
| All | +856.1% | +1,750.5% | -894.5% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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