+1,267.0%
VTI vs EEM
+857.8%
+409.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.4% | +2.0% | -2.3% | -1.5% |
| 30D | -1.6% | +5.1% | -6.7% | -4.4% |
| 3M | +3.6% | +4.6% | -1.0% | +0.4% |
| 6M | +13.0% | +17.8% | -4.7% | +2.0% |
| YTD | +12.7% | +25.8% | -13.1% | -2.3% |
| 1Y | +18.4% | +36.4% | -18.0% | -2.0% |
| 3Y | +76.4% | +90.0% | -13.6% | +20.8% |
| 5Y | +73.7% | +46.6% | +27.1% | +36.9% |
| 10Y | +302.5% | +132.3% | +170.3% | +144.0% |
| All | +1,267.0% | +857.8% | +409.1% | +266.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling