+36.2%
EMB vs VO
+197.5%
-161.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | -0.3% |
| 7D | +0.8% | -0.1% | +1.0% | +0.8% |
| 30D | +1.5% | +0.5% | +1.0% | +1.3% |
| 3M | -1.9% | -1.0% | -0.9% | -1.7% |
| 6M | -1.6% | +6.4% | -8.0% | -3.7% |
| YTD | 0.0% | +13.6% | -13.6% | -4.2% |
| 1Y | +1.1% | +14.5% | -13.4% | -3.5% |
| 3Y | +30.9% | +67.2% | -36.3% | +9.7% |
| 5Y | +7.1% | +36.1% | -29.0% | -5.2% |
| All | +36.2% | +197.5% | -161.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling