+156.2%
EMGF vs VT
+224.5%
-68.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +2.3% | +0.4% | +1.8% | +1.8% |
| 30D | +5.2% | +1.0% | +4.2% | +4.3% |
| 3M | -0.2% | +2.4% | -2.6% | -2.0% |
| 6M | +18.1% | +12.0% | +6.1% | +7.3% |
| YTD | +28.4% | +15.3% | +13.1% | +13.9% |
| 1Y | +41.1% | +22.6% | +18.5% | +18.6% |
| 3Y | +96.5% | +74.7% | +21.8% | +20.0% |
| 5Y | +63.5% | +66.1% | -2.6% | +4.0% |
| All | +156.2% | +224.5% | -68.3% | -10.3% |
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