-100.0%
EMPD vs VT
+72.4%
-172.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.7% | -9.5% | -10.1% |
| 7D | -24.7% | -0.3% | -24.4% | -24.4% |
| 30D | -26.9% | -1.4% | -25.4% | -25.2% |
| 3M | -23.6% | -1.4% | -22.3% | -22.0% |
| 6M | -54.0% | +5.5% | -59.4% | -56.9% |
| YTD | -50.5% | +12.8% | -63.3% | -56.7% |
| 1Y | -63.7% | +15.4% | -79.2% | -69.0% |
| 3Y | -100.0% | +76.9% | -176.9% | -100.0% |
| 5Y | -100.0% | +60.4% | -160.4% | -100.0% |
| All | -100.0% | +72.4% | -172.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling