+1,344.7%
EME vs VTEB
+17.9%
+1,326.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +4.0% | +4.0% |
| 7D | +3.5% | -0.9% | +4.4% | +4.4% |
| 30D | -6.3% | -2.5% | -3.8% | -4.3% |
| 3M | -3.8% | -3.0% | -0.8% | -1.2% |
| 6M | +8.5% | -2.1% | +10.6% | +10.6% |
| YTD | +27.8% | -1.5% | +29.3% | +29.6% |
| 1Y | +22.2% | +0.2% | +22.1% | +22.2% |
| 3Y | +253.5% | +8.6% | +244.9% | +226.9% |
| 5Y | +578.6% | +1.2% | +577.4% | +569.4% |
| All | +1,344.7% | +17.9% | +1,326.8% | +1,671.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling