+30.6%
EMB vs VO
+58.9%
-28.3%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | -0.3% | -0.3% | 0.0% | -0.2% |
| 3M | -0.4% | +2.9% | -3.4% | -1.3% |
| 6M | +0.1% | +9.3% | -9.2% | -2.7% |
| YTD | +1.6% | +14.2% | -12.6% | -2.6% |
| 1Y | +5.6% | +15.3% | -9.6% | +0.9% |
| All | +30.6% | +58.9% | -28.3% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling