+215.9%
EMBJ vs VT
+346.0%
-130.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | +0.9% | -2.3% | +3.2% | +4.1% |
| 30D | +3.2% | -5.0% | +8.1% | +10.1% |
| 3M | +3.2% | -4.9% | +8.1% | +10.2% |
| 6M | +8.9% | -1.5% | +10.4% | +11.1% |
| YTD | +15.7% | +8.5% | +7.3% | +5.7% |
| 1Y | +16.6% | +11.4% | +5.3% | +3.0% |
| 3Y | +392.0% | +70.1% | +321.9% | +153.6% |
| 5Y | +344.2% | +53.7% | +290.5% | +170.0% |
| 10Y | +256.2% | +220.0% | +36.2% | +1.3% |
| All | +215.9% | +346.0% | -130.1% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling