+372.1%
EMBJ vs VT
+57.0%
+315.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.5% |
| 7D | +6.3% | +2.4% | +3.9% | +2.8% |
| 30D | +10.1% | -1.5% | +11.6% | +12.6% |
| 3M | +6.3% | -4.1% | +10.4% | +13.0% |
| 6M | +35.9% | +0.6% | +35.4% | +34.9% |
| YTD | +23.0% | +11.0% | +12.0% | +7.1% |
| 1Y | +26.4% | +13.3% | +13.1% | +6.9% |
| 3Y | +413.0% | +73.4% | +339.6% | +127.7% |
| All | +372.1% | +57.0% | +315.1% | +192.1% |
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