+953.6%
VRT vs EEM
+47.0%
+906.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -8.9% |
| 7D | +2.4% | +2.0% | +0.4% | -0.3% |
| 30D | -2.7% | +5.1% | -7.7% | -9.3% |
| 3M | -9.2% | +4.6% | -13.8% | -13.2% |
| 6M | -0.5% | +17.8% | -18.3% | -21.0% |
| YTD | +62.3% | +25.8% | +36.5% | +18.1% |
| 1Y | +109.6% | +36.4% | +73.2% | +37.2% |
| 3Y | +573.1% | +90.0% | +483.1% | +186.4% |
| 5Y | +953.6% | +46.6% | +907.1% | +493.3% |
| All | +953.6% | +47.0% | +906.6% | +493.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling