+32.5%
EMR vs VG
+32.8%
-0.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.1% | +4.6% |
| 7D | +2.1% | -8.3% | +10.5% | +1.5% |
| 30D | +4.8% | -10.3% | +15.1% | +4.1% |
| 3M | +7.5% | -10.8% | +18.3% | +7.0% |
| 6M | +20.9% | +3.5% | +17.4% | +21.2% |
| YTD | +29.2% | +74.0% | -44.8% | +14.6% |
| All | +32.5% | +32.8% | -0.3% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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