+28.0%
EMR vs VCIT
-1.6%
+29.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +1.6% |
| 7D | +2.7% | -1.4% | +4.0% | +6.3% |
| 30D | +2.1% | +0.8% | +1.3% | -0.4% |
| 3M | +2.3% | -1.7% | +4.0% | +8.2% |
| 6M | +22.5% | -2.1% | +24.6% | +31.6% |
| YTD | +27.2% | -2.0% | +29.2% | +36.1% |
| 1Y | +28.0% | -1.5% | +29.5% | +34.2% |
| All | +28.0% | -1.6% | +29.6% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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