+135.2%
VGT vs EMB
+7.1%
+128.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | +0.1% |
| 7D | +1.5% | 0.0% | +1.5% | +1.5% |
| 30D | +0.5% | -0.3% | +0.8% | +0.9% |
| 3M | +5.3% | -0.3% | +5.5% | +5.8% |
| 6M | +32.4% | +0.7% | +31.7% | +31.6% |
| YTD | +28.6% | +1.3% | +27.3% | +27.0% |
| 1Y | +37.6% | +4.7% | +32.9% | +30.2% |
| 3Y | +125.5% | +30.1% | +95.4% | +64.6% |
| 5Y | +135.2% | +6.9% | +128.3% | +130.7% |
| All | +135.2% | +7.1% | +128.1% | +130.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling