-52.8%
EMBC vs VT
+10.7%
-63.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -1.3% |
| 7D | -3.5% | -4.2% | +0.7% | -1.9% |
| 30D | +6.4% | -5.8% | +12.2% | +8.7% |
| 3M | +77.7% | -5.2% | +82.9% | +81.3% |
| 6M | +63.1% | +0.1% | +63.0% | +65.0% |
| YTD | -45.7% | +8.2% | -53.9% | -48.3% |
| 1Y | -52.8% | +10.1% | -62.9% | -55.6% |
| All | -52.8% | +10.7% | -63.5% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling