+46.4%
EMEQ vs VT
+13.0%
+33.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | -2.4% |
| 7D | -2.6% | +0.4% | -3.0% | -3.5% |
| 30D | -11.6% | -2.6% | -9.0% | -5.7% |
| 3M | -8.4% | -3.2% | -5.1% | -0.5% |
| 6M | -12.4% | +0.9% | -13.4% | -12.1% |
| YTD | +42.3% | +11.3% | +31.0% | +21.7% |
| All | +46.4% | +13.0% | +33.4% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling