+66.6%
VT vs EMB
+7.4%
+59.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | 0.0% | +0.5% | +0.5% |
| 30D | +1.0% | -0.3% | +1.3% | +1.3% |
| 3M | +2.4% | -0.4% | +2.8% | +2.9% |
| 6M | +12.0% | +0.1% | +11.9% | +12.0% |
| YTD | +15.3% | +1.6% | +13.8% | +13.7% |
| 1Y | +22.6% | +5.6% | +17.0% | +16.2% |
| 3Y | +74.7% | +29.8% | +44.8% | +36.4% |
| All | +66.6% | +7.4% | +59.2% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling