+89.6%
VRT vs IEMG
+31.6%
+58.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +1.7% |
| 7D | -8.4% | -1.3% | -7.1% | -6.2% |
| 30D | -10.9% | +1.9% | -12.8% | -13.1% |
| 3M | -13.7% | +1.4% | -15.1% | -13.7% |
| 6M | -4.1% | +15.2% | -19.3% | -23.3% |
| YTD | +58.7% | +23.8% | +34.9% | +5.9% |
| 1Y | +89.6% | +30.7% | +59.0% | +12.6% |
| All | +89.6% | +31.6% | +58.1% | +12.6% |
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