+81.7%
VRT vs EEM
+32.4%
+49.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.5% | -2.3% |
| 7D | -7.7% | -0.7% | -7.0% | -6.4% |
| 30D | -12.0% | +2.4% | -14.4% | -14.8% |
| 3M | -11.7% | +4.2% | -15.8% | -14.7% |
| 6M | -8.1% | +14.8% | -22.9% | -25.9% |
| YTD | +53.2% | +23.1% | +30.1% | +4.7% |
| 1Y | +81.7% | +32.5% | +49.1% | +6.7% |
| All | +81.7% | +32.4% | +49.3% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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