+13.8%
VRT vs IEMG
+13.6%
+0.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.9% | -13.8% | -14.4% |
| 7D | -15.4% | -3.1% | -12.3% | -11.1% |
| 30D | -19.0% | -10.3% | -8.6% | -2.9% |
| 3M | -23.8% | -6.6% | -17.2% | -14.0% |
| 6M | -37.9% | -3.9% | -34.0% | -32.5% |
| YTD | +27.0% | +12.4% | +14.6% | -11.8% |
| 1Y | +13.8% | +13.9% | -0.1% | -24.1% |
| All | +13.8% | +13.6% | +0.2% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 1y: compounded portfolio wealth divided by compounded IEMG 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…
1y analysis · Full analysis span regression · 6 months rolling