+221.8%
VT vs EMB
+36.5%
+185.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | 0.0% |
| 7D | +2.4% | -0.9% | +3.3% | +3.4% |
| 30D | -1.5% | +0.4% | -1.9% | -1.9% |
| 3M | -4.1% | -3.1% | -1.0% | -0.6% |
| 6M | +0.6% | -2.1% | +2.6% | +3.1% |
| YTD | +11.0% | -1.1% | +12.1% | +12.7% |
| 1Y | +13.3% | -0.1% | +13.4% | +13.8% |
| 3Y | +73.4% | +29.6% | +43.8% | +31.6% |
| 5Y | +57.4% | +7.2% | +50.2% | +48.5% |
| All | +221.8% | +36.5% | +185.3% | +146.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling