+1,024.4%
VRT vs EMB
+7.3%
+1,017.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.9% |
| 7D | +13.6% | +0.3% | +13.3% | +12.9% |
| 30D | +6.8% | -0.5% | +7.3% | +7.8% |
| 3M | -3.2% | +0.3% | -3.5% | -3.6% |
| 6M | +20.3% | +1.2% | +19.2% | +18.4% |
| YTD | +79.6% | +1.5% | +78.1% | +75.9% |
| 1Y | +139.0% | +4.8% | +134.2% | +119.2% |
| 3Y | +644.6% | +30.4% | +614.3% | +345.9% |
| 5Y | +1,024.4% | +7.3% | +1,017.1% | +1,011.4% |
| All | +1,024.4% | +7.3% | +1,017.0% | +1,011.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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