+37.7%
EMET vs VT
+64.5%
-26.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.7% | +0.4% | -4.1% | -4.3% |
| 30D | +4.4% | +1.0% | +3.4% | +3.0% |
| 3M | -3.5% | +2.4% | -5.9% | -5.9% |
| 6M | -1.4% | +12.0% | -13.4% | -14.1% |
| YTD | +20.0% | +15.3% | +4.7% | +1.2% |
| 1Y | +67.7% | +22.6% | +45.1% | +31.0% |
| 3Y | +81.4% | +74.7% | +6.7% | -7.6% |
| All | +37.7% | +64.5% | -26.8% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling