+647.0%
VRT vs EMB
+7.0%
+640.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.6% | +9.0% | +8.2% |
| 7D | -10.6% | +0.8% | -11.4% | -12.3% |
| 30D | -17.4% | +1.5% | -18.9% | -20.2% |
| 3M | -26.4% | -1.9% | -24.5% | -23.2% |
| 6M | -41.0% | -1.6% | -39.4% | -38.7% |
| YTD | +23.8% | 0.0% | +23.8% | +25.2% |
| 1Y | +11.6% | +1.1% | +10.6% | +10.6% |
| 3Y | +403.5% | +30.9% | +372.6% | +198.9% |
| 5Y | +647.0% | +7.1% | +640.0% | +708.2% |
| All | +647.0% | +7.0% | +640.0% | +708.2% |
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