+185.7%
EMEQ vs VT
+45.0%
+140.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +2.0% |
| 7D | +4.9% | +1.0% | +3.9% | +3.2% |
| 30D | +8.6% | -0.2% | +8.9% | +9.1% |
| 3M | +5.6% | +4.5% | +1.1% | -0.6% |
| 6M | +49.1% | +14.1% | +35.1% | +26.7% |
| YTD | +68.6% | +14.8% | +53.9% | +43.1% |
| 1Y | +117.1% | +21.2% | +95.9% | +73.3% |
| All | +185.7% | +45.0% | +140.6% | +85.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling