+86.6%
EMR vs VCIT
+19.7%
+66.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | 0.0% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +2.0% | +1.9% | 0.0% | -0.2% |
| 3M | +3.8% | -1.4% | +5.3% | +5.6% |
| 6M | +10.5% | -2.1% | +12.7% | +13.4% |
| YTD | +23.7% | -1.6% | +25.3% | +26.5% |
| 1Y | +25.4% | -0.9% | +26.3% | +27.6% |
| 3Y | +86.6% | +20.0% | +66.6% | +72.7% |
| All | +86.6% | +19.7% | +66.9% | +72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling