+1,216.9%
VST vs EMB
+30.4%
+1,186.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | 0.0% | +8.9% | +8.9% |
| 30D | +6.2% | -0.3% | +6.5% | +6.6% |
| 3M | -2.7% | -0.4% | -2.3% | -2.1% |
| 6M | -8.4% | +0.1% | -8.5% | -8.2% |
| YTD | -7.2% | +1.6% | -8.8% | -8.4% |
| 1Y | -20.9% | +5.6% | -26.5% | -25.3% |
| 3Y | +384.0% | +29.8% | +354.2% | +270.9% |
| 5Y | +757.1% | +7.3% | +749.8% | +712.2% |
| All | +1,216.9% | +30.4% | +1,186.5% | +946.2% |
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