+2,723.0%
VRT vs EMB
+29.8%
+2,693.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.3% | +4.3% |
| 7D | +9.1% | 0.0% | +9.1% | +9.2% |
| 30D | +0.9% | -0.3% | +1.2% | +1.5% |
| 3M | -13.4% | -0.4% | -13.0% | -12.3% |
| 6M | +11.7% | +0.1% | +11.6% | +12.5% |
| YTD | +73.2% | +1.6% | +71.6% | +69.6% |
| 1Y | +123.4% | +5.6% | +117.8% | +103.1% |
| 3Y | +606.2% | +29.8% | +576.3% | +338.8% |
| 5Y | +899.9% | +7.3% | +892.6% | +831.8% |
| All | +2,723.0% | +29.8% | +2,693.2% | +1,916.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling