+56.2%
EMR vs VTEB
+8.2%
+48.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.7% |
| 7D | -1.2% | -1.2% | 0.0% | -0.3% |
| 30D | -9.4% | -2.9% | -6.6% | -7.4% |
| 3M | +8.6% | -3.2% | +11.7% | +11.3% |
| 6M | +6.7% | -2.6% | +9.3% | +8.9% |
| YTD | +13.1% | -1.8% | +14.9% | +15.3% |
| 1Y | +12.7% | +0.2% | +12.5% | +14.4% |
| All | +56.2% | +8.2% | +48.0% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling