+31.4%
EMC vs VT
+74.3%
-42.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.7% | -1.0% |
| 7D | -6.9% | -4.2% | -2.8% | -2.1% |
| 30D | -15.8% | -5.8% | -10.0% | -9.6% |
| 3M | -12.5% | -5.2% | -7.3% | -6.6% |
| 6M | -10.5% | +0.1% | -10.6% | -9.6% |
| YTD | +4.5% | +8.2% | -3.7% | -2.2% |
| 1Y | +3.7% | +10.1% | -6.4% | -4.6% |
| 3Y | +36.6% | +69.7% | -33.1% | -19.5% |
| All | +31.4% | +74.3% | -42.9% | -24.4% |
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 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