-100.0%
EMPD vs VT
+69.4%
-169.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.1% | -4.3% | -2.3% |
| 7D | -27.9% | -4.2% | -23.7% | -23.1% |
| 30D | -34.9% | -5.8% | -29.1% | -28.5% |
| 3M | -27.4% | -5.2% | -22.1% | -21.0% |
| 6M | -59.9% | +0.1% | -60.0% | -59.7% |
| YTD | -54.7% | +8.2% | -62.9% | -58.1% |
| 1Y | -68.7% | +10.1% | -78.8% | -71.6% |
| All | -100.0% | +69.4% | -169.4% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling