+83.4%
EMR vs VCIT
+3.2%
+80.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +2.0% | +1.9% | 0.0% | +0.4% |
| 3M | +3.8% | -1.4% | +5.3% | +5.0% |
| 6M | +10.5% | -2.1% | +12.7% | +12.5% |
| YTD | +23.7% | -1.6% | +25.3% | +25.6% |
| 1Y | +25.4% | -0.9% | +26.3% | +26.8% |
| 3Y | +86.6% | +20.0% | +66.6% | +68.0% |
| All | +83.4% | +3.2% | +80.1% | +55.4% |
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