+297.8%
VTI vs EMB
+30.3%
+267.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -0.9% | -1.2% | +0.3% | +0.4% |
| 30D | -1.4% | -1.3% | -0.2% | -0.1% |
| 3M | +3.6% | -1.8% | +5.4% | +5.7% |
| 6M | +13.6% | +0.2% | +13.4% | +13.5% |
| YTD | +12.9% | +0.4% | +12.5% | +12.6% |
| 1Y | +17.2% | +2.8% | +14.4% | +14.0% |
| 3Y | +75.7% | +29.1% | +46.5% | +34.5% |
| 5Y | +75.4% | +6.3% | +69.2% | +66.5% |
| All | +297.8% | +30.3% | +267.4% | +224.8% |
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