-39.3%
VG vs EMB
+14.2%
-53.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +16.0% | -0.3% | +16.3% | +15.9% |
| 3M | +9.7% | -0.4% | +10.1% | +9.8% |
| 6M | +29.6% | +0.1% | +29.4% | +32.7% |
| YTD | +112.0% | +1.6% | +110.4% | +104.2% |
| 1Y | +12.8% | +5.6% | +7.2% | -6.3% |
| All | -39.3% | +14.2% | -53.5% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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