+13.9%
IEMG vs VTV
+28.2%
-14.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | -0.9% |
| 7D | -3.1% | +1.8% | -4.9% | -5.2% |
| 30D | -10.3% | +6.0% | -16.3% | -16.9% |
| 3M | -6.6% | +3.7% | -10.3% | -10.9% |
| 6M | -3.9% | +13.9% | -17.8% | -19.1% |
| YTD | +12.4% | +22.8% | -10.4% | -10.9% |
| 1Y | +13.9% | +27.9% | -14.0% | -11.8% |
| All | +13.9% | +28.2% | -14.4% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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