+28.1%
EMR vs VG
-51.4%
+79.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.0% | -0.6% | -4.5% |
| 7D | -4.8% | -22.0% | +17.2% | -4.0% |
| 30D | +0.7% | -14.7% | +15.5% | +1.2% |
| 3M | +0.4% | -7.1% | +7.5% | +0.4% |
| 6M | +18.4% | -11.2% | +29.6% | +17.9% |
| YTD | +23.9% | +69.8% | -45.9% | +11.5% |
| 1Y | +24.7% | +49.9% | -25.2% | +13.6% |
| All | +28.1% | -51.4% | +79.5% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling