+62.7%
EMR vs VCIT
+4.1%
+58.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.5% | -0.3% | -1.2% | -1.2% |
| 30D | -5.6% | -0.8% | -4.9% | -5.0% |
| 3M | +7.9% | -1.0% | +8.9% | +8.9% |
| 6M | +6.0% | -1.8% | +7.9% | +7.6% |
| YTD | +16.4% | -0.7% | +17.1% | +17.4% |
| 1Y | +16.6% | +1.0% | +15.6% | +16.3% |
| 3Y | +62.9% | +18.8% | +44.0% | +47.4% |
| All | +62.7% | +4.1% | +58.7% | +39.5% |
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