+273.0%
EMR vs VTEB
+17.9%
+255.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.4% |
| 7D | -0.4% | -0.9% | +0.5% | 0.0% |
| 30D | -6.8% | -2.5% | -4.3% | -5.7% |
| 3M | +7.5% | -3.0% | +10.4% | +8.9% |
| 6M | +9.9% | -2.1% | +12.0% | +11.0% |
| YTD | +16.0% | -1.5% | +17.5% | +16.9% |
| 1Y | +12.4% | +0.2% | +12.3% | +12.7% |
| 3Y | +60.2% | +8.6% | +51.7% | +55.6% |
| 5Y | +67.9% | +1.2% | +66.7% | +66.5% |
| All | +273.0% | +17.9% | +255.1% | +367.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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