+469.2%
EEM vs VTV
+712.5%
-243.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | +2.0% | -0.7% | +2.6% | +2.8% |
| 30D | +5.1% | -0.5% | +5.6% | +5.6% |
| 3M | +4.6% | +5.3% | -0.7% | -1.6% |
| 6M | +17.8% | +12.9% | +4.9% | +2.5% |
| YTD | +25.8% | +18.5% | +7.3% | +3.6% |
| 1Y | +36.4% | +25.3% | +11.1% | +5.1% |
| 3Y | +90.0% | +68.2% | +21.8% | +2.0% |
| 5Y | +46.6% | +80.6% | -34.1% | -29.2% |
| 10Y | +132.3% | +232.9% | -100.7% | -52.0% |
| All | +469.2% | +712.5% | -243.2% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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