+654.4%
VRT vs EEM
+31.5%
+622.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.1% |
| 7D | +10.5% | +2.7% | +7.8% | +6.5% |
| 30D | -9.3% | -5.4% | -3.9% | 0.0% |
| 3M | -29.6% | -8.6% | -21.0% | -17.8% |
| 6M | -45.4% | -8.9% | -36.5% | -35.2% |
| YTD | +24.8% | +11.9% | +12.9% | +9.3% |
| 1Y | +23.6% | +13.1% | +10.5% | +7.2% |
| 3Y | +379.7% | +70.7% | +309.0% | +137.7% |
| All | +654.4% | +31.5% | +622.9% | +445.4% |
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