+830.6%
EEM vs VTRS
+18.5%
+812.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.9% |
| 7D | -0.7% | -3.3% | +2.6% | +0.3% |
| 30D | +2.4% | +1.4% | +1.0% | +1.9% |
| 3M | +4.2% | +4.6% | -0.5% | +2.2% |
| 6M | +14.8% | +18.1% | -3.3% | +8.1% |
| YTD | +23.1% | +34.7% | -11.6% | +10.8% |
| 1Y | +32.5% | +65.6% | -33.1% | +11.4% |
| 3Y | +85.9% | +83.8% | +2.1% | +46.3% |
| 5Y | +43.6% | +46.5% | -2.9% | +17.2% |
| 10Y | +127.2% | -48.6% | +175.8% | +134.9% |
| All | +830.6% | +18.5% | +812.2% | +367.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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