+38.3%
IEMG vs VTEB
+3.1%
+35.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.5% |
| 7D | +2.2% | -0.8% | +3.0% | +5.0% |
| 30D | +4.6% | -1.3% | +6.0% | +9.7% |
| 3M | +0.4% | -2.1% | +2.5% | +8.7% |
| 6M | +16.4% | -1.7% | +18.0% | +22.7% |
| YTD | +25.4% | -0.6% | +26.0% | +31.5% |
| 1Y | +38.3% | +3.1% | +35.2% | +36.3% |
| All | +38.3% | +3.1% | +35.1% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling