+297.8%
VTI vs EMR
+284.0%
+13.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.3% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | -1.4% | -6.8% | +5.3% | +1.6% |
| 3M | +3.6% | +7.5% | -3.9% | -0.2% |
| 6M | +13.6% | +9.9% | +3.8% | +7.7% |
| YTD | +12.9% | +16.0% | -3.1% | +3.6% |
| 1Y | +17.2% | +12.4% | +4.8% | +8.7% |
| 3Y | +75.7% | +60.2% | +15.4% | +34.7% |
| 5Y | +75.4% | +67.9% | +7.6% | +29.7% |
| All | +297.8% | +284.0% | +13.8% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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