+9.6%
EMET vs VT
+54.7%
-45.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.2% |
| 7D | +0.1% | -2.3% | +2.4% | +3.4% |
| 30D | -13.2% | -5.0% | -8.3% | -6.6% |
| 3M | -16.2% | -4.9% | -11.4% | -9.8% |
| 6M | -21.8% | -1.5% | -20.3% | -18.9% |
| YTD | -4.4% | +8.5% | -12.9% | -11.9% |
| 1Y | +14.9% | +11.4% | +3.5% | +2.4% |
| 3Y | +64.4% | +70.1% | -5.7% | -12.2% |
| All | +9.6% | +54.7% | -45.1% | -35.7% |
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