+297.8%
VTI vs EEM
+133.3%
+164.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | 0.0% |
| 7D | -0.9% | -1.3% | +0.4% | -0.1% |
| 30D | -1.4% | +2.1% | -3.5% | -2.9% |
| 3M | +3.6% | +1.0% | +2.6% | +2.2% |
| 6M | +13.6% | +15.9% | -2.3% | +1.2% |
| YTD | +12.9% | +24.6% | -11.7% | -4.7% |
| 1Y | +17.2% | +32.3% | -15.1% | -5.1% |
| 3Y | +75.7% | +85.9% | -10.2% | +11.2% |
| 5Y | +75.4% | +45.4% | +30.1% | +30.8% |
| All | +297.8% | +133.3% | +164.5% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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