+89.6%
EMR vs VCIT
+3.3%
+86.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.6% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +3.5% | +1.1% | +2.4% | +2.6% |
| 3M | +5.9% | -1.4% | +7.3% | +7.1% |
| 6M | +19.4% | -2.3% | +21.8% | +21.8% |
| YTD | +27.7% | -1.8% | +29.5% | +29.8% |
| 1Y | +30.9% | -1.0% | +31.9% | +32.5% |
| 3Y | +104.2% | +19.3% | +84.9% | +84.6% |
| 5Y | +89.6% | +3.8% | +85.8% | +62.1% |
| All | +89.6% | +3.3% | +86.3% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling