-85.7%
EMBC vs VT
+75.2%
-161.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +2.0% |
| 7D | +14.9% | +0.4% | +14.4% | +14.4% |
| 30D | +62.8% | +1.0% | +61.8% | +61.6% |
| 3M | +70.4% | +2.4% | +68.1% | +66.2% |
| 6M | -39.3% | +12.0% | -51.3% | -46.7% |
| YTD | -50.2% | +15.3% | -65.6% | -57.6% |
| 1Y | -58.7% | +22.6% | -81.2% | -67.0% |
| 3Y | -64.3% | +74.7% | -139.0% | -80.0% |
| All | -85.7% | +75.2% | -161.0% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling