+1,816.5%
VGT vs EMB
+132.1%
+1,684.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +1.3% | -0.3% | +1.6% | +1.5% |
| 3M | -1.1% | -0.4% | -0.7% | -0.7% |
| 6M | +32.6% | +0.1% | +32.5% | +32.9% |
| YTD | +29.0% | +1.6% | +27.4% | +27.8% |
| 1Y | +39.7% | +5.6% | +34.1% | +34.3% |
| 3Y | +120.9% | +29.8% | +91.1% | +82.8% |
| 5Y | +133.6% | +7.3% | +126.3% | +119.9% |
| 10Y | +792.6% | +30.4% | +762.1% | +665.7% |
| All | +1,816.5% | +132.1% | +1,684.4% | +1,400.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling