+75.7%
VTI vs EEM
+86.2%
-10.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.1% |
| 7D | -0.9% | -1.3% | +0.4% | -0.2% |
| 30D | -1.4% | +2.1% | -3.5% | -2.6% |
| 3M | +3.6% | +1.0% | +2.6% | +2.5% |
| 6M | +13.6% | +15.9% | -2.3% | +2.5% |
| YTD | +12.9% | +24.6% | -11.7% | -3.5% |
| 1Y | +17.2% | +32.3% | -15.1% | -3.9% |
| 3Y | +75.7% | +85.9% | -10.2% | +11.4% |
| All | +75.7% | +86.2% | -10.5% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling