+123.4%
VRT vs IEMG
+38.7%
+84.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +1.8% |
| 7D | +9.1% | +2.2% | +6.9% | +5.5% |
| 30D | +0.9% | +4.6% | -3.7% | -5.8% |
| 3M | -13.4% | +0.4% | -13.7% | -12.4% |
| 6M | +11.7% | +16.4% | -4.7% | -12.0% |
| YTD | +73.2% | +25.4% | +47.8% | +14.2% |
| 1Y | +123.4% | +38.3% | +85.1% | +29.9% |
| All | +123.4% | +38.7% | +84.7% | +29.9% |
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