+26.1%
EMKT vs VT
+16.1%
+10.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | +1.9% | +0.4% | +1.4% | +1.2% |
| 30D | +1.8% | +1.0% | +0.8% | +0.4% |
| 3M | -1.0% | +2.4% | -3.3% | -4.1% |
| 6M | +18.0% | +12.0% | +6.0% | +1.6% |
| YTD | +27.8% | +15.3% | +12.4% | +7.6% |
| All | +26.1% | +16.1% | +10.0% | +5.8% |
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