+214.1%
EMBJ vs VT
+374.2%
-160.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.8% | +0.4% | +1.3% | +1.2% |
| 30D | +1.4% | +1.0% | +0.4% | +0.2% |
| 3M | +31.1% | +2.4% | +28.7% | +27.1% |
| 6M | +4.8% | +12.0% | -7.2% | -8.4% |
| YTD | +15.1% | +15.3% | -0.3% | -2.9% |
| 1Y | +25.7% | +22.6% | +3.2% | -1.8% |
| 3Y | +364.9% | +74.7% | +290.2% | +131.3% |
| 5Y | +339.3% | +66.1% | +273.1% | +142.3% |
| 10Y | +310.7% | +225.0% | +85.7% | +13.5% |
| All | +214.1% | +374.2% | -160.1% | -42.4% |
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