+644.6%
VRT vs EEM
+90.8%
+553.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.4% |
| 7D | +13.6% | +3.1% | +10.5% | +8.5% |
| 30D | +6.8% | +4.9% | +1.9% | -0.7% |
| 3M | -3.2% | +5.2% | -8.4% | -8.8% |
| 6M | +20.3% | +20.7% | -0.4% | -10.4% |
| YTD | +79.6% | +26.5% | +53.1% | +24.8% |
| 1Y | +139.0% | +37.8% | +101.2% | +46.5% |
| 3Y | +644.6% | +91.0% | +553.6% | +188.7% |
| All | +644.6% | +90.8% | +553.8% | +188.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling