-29.2%
EMBC vs VT
+5.0%
-34.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +7.6% |
| 7D | +0.9% | -0.3% | +1.2% | +0.5% |
| 30D | +10.9% | -1.4% | +12.3% | +9.7% |
| 3M | +71.0% | -1.4% | +72.4% | +68.4% |
| 6M | -29.2% | +5.5% | -34.6% | -11.3% |
| All | -29.2% | +5.0% | -34.1% | -11.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling