+69.4%
EMR vs VTEB
+1.2%
+68.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.3% |
| 7D | -0.4% | -0.9% | +0.5% | +0.2% |
| 30D | -6.8% | -2.5% | -4.3% | -5.2% |
| 3M | +7.5% | -3.0% | +10.4% | +9.6% |
| 6M | +9.9% | -2.1% | +12.0% | +11.6% |
| YTD | +16.0% | -1.5% | +17.5% | +17.6% |
| 1Y | +12.4% | +0.2% | +12.3% | +13.3% |
| 3Y | +60.2% | +8.6% | +51.7% | +54.5% |
| All | +69.4% | +1.2% | +68.2% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling