+10.0%
EMET vs VT
+58.5%
-48.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | +0.8% | +2.9% | -2.1% | -3.1% |
| 30D | -13.3% | -2.5% | -10.8% | -9.9% |
| 3M | -18.9% | -3.3% | -15.6% | -14.5% |
| 6M | -24.9% | +1.5% | -26.4% | -25.3% |
| YTD | -4.2% | +11.4% | -15.5% | -14.8% |
| 1Y | +10.3% | +11.9% | -1.6% | -2.5% |
| 3Y | +72.2% | +73.9% | -1.7% | -10.9% |
| 5Y | +10.0% | +57.9% | -47.9% | -37.1% |
| All | +10.0% | +58.5% | -48.5% | -37.1% |
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