-57.4%
EMPD vs VT
+19.6%
-77.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -1.5% |
| 7D | -7.6% | -1.1% | -6.5% | -5.0% |
| 30D | +11.8% | -1.0% | +12.7% | +14.4% |
| 3M | -16.0% | +3.2% | -19.2% | -22.7% |
| 6M | -31.4% | +12.5% | -43.9% | -50.3% |
| YTD | -33.4% | +14.1% | -47.5% | -51.4% |
| 1Y | -57.4% | +18.9% | -76.3% | -72.1% |
| All | -57.4% | +19.6% | -77.1% | -72.1% |
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 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