+280.4%
EMR vs VT
+221.8%
+58.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +2.8% | +2.4% | +0.5% | 0.0% |
| 30D | +3.7% | -1.5% | +5.2% | +5.7% |
| 3M | +2.0% | -4.1% | +6.1% | +7.5% |
| 6M | +22.1% | +0.6% | +21.6% | +21.7% |
| YTD | +27.2% | +11.0% | +16.2% | +13.1% |
| 1Y | +32.0% | +13.3% | +18.7% | +14.6% |
| 3Y | +103.3% | +73.4% | +29.9% | +8.0% |
| 5Y | +88.2% | +57.4% | +30.8% | +11.9% |
| All | +280.4% | +221.8% | +58.6% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling