-68.7%
EMPD vs VT
+10.5%
-79.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.9% |
| 7D | -25.7% | -2.3% | -23.3% | -21.8% |
| 30D | -36.7% | -5.0% | -31.8% | -28.4% |
| 3M | -29.3% | -4.9% | -24.5% | -20.5% |
| 6M | -61.1% | -1.5% | -59.5% | -60.0% |
| YTD | -56.2% | +8.5% | -64.7% | -63.2% |
| 1Y | -68.7% | +11.4% | -80.0% | -75.7% |
| All | -68.7% | +10.5% | -79.1% | -75.7% |
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 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