+397.6%
VRT vs EEM
+71.8%
+325.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +3.9% |
| 7D | +18.6% | +5.3% | +13.3% | +9.5% |
| 30D | -11.7% | -7.0% | -4.7% | +0.5% |
| 3M | -27.3% | -8.0% | -19.3% | -15.5% |
| 6M | -42.9% | -6.6% | -36.2% | -34.4% |
| YTD | +29.5% | +12.3% | +17.2% | +10.5% |
| 1Y | +21.0% | +12.2% | +8.9% | +4.1% |
| All | +397.6% | +71.8% | +325.8% | +150.6% |
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