+1,659.1%
VGT vs EMB
+126.0%
+1,533.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | +2.5% | -0.9% | +3.4% | +3.2% |
| 30D | -9.5% | +0.4% | -9.9% | -9.7% |
| 3M | -9.5% | -3.1% | -6.4% | -7.1% |
| 6M | -1.8% | -2.1% | +0.3% | +0.1% |
| YTD | +18.4% | -1.1% | +19.5% | +19.8% |
| 1Y | +18.7% | -0.1% | +18.8% | +19.2% |
| 3Y | +103.8% | +29.6% | +74.2% | +69.2% |
| 5Y | +104.4% | +7.2% | +97.2% | +93.4% |
| 10Y | +716.9% | +35.5% | +681.4% | +598.9% |
| All | +1,659.1% | +126.0% | +1,533.1% | +1,307.8% |
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