+227.8%
VST vs EMB
+28.2%
+199.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.6% | -5.0% |
| 7D | -19.9% | -0.3% | -19.6% | -19.5% |
| 30D | -29.7% | +1.1% | -30.8% | -31.7% |
| 3M | -19.6% | -2.9% | -16.6% | -13.9% |
| 6M | -29.4% | -2.1% | -27.3% | -25.9% |
| YTD | -29.7% | -1.1% | -28.6% | -27.4% |
| 1Y | -40.0% | +0.3% | -40.4% | -39.9% |
| All | +227.8% | +28.2% | +199.6% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling