-55.7%
EMBC vs VT
+69.7%
-125.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | -1.0% | -2.3% | +1.4% | +1.2% |
| 30D | +4.7% | -5.0% | +9.7% | +9.8% |
| 3M | +77.2% | -4.9% | +82.1% | +86.1% |
| 6M | +74.8% | -1.5% | +76.3% | +76.8% |
| YTD | -46.9% | +8.5% | -55.4% | -52.5% |
| 1Y | -52.5% | +11.4% | -63.9% | -58.9% |
| 3Y | -55.7% | +70.1% | -125.7% | -81.1% |
| All | -55.7% | +69.7% | -125.4% | -81.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling