+96.3%
VTR vs EMB
+30.3%
+66.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.3% | -1.2% | +0.9% | +1.8% |
| 30D | +1.1% | -1.3% | +2.4% | +3.3% |
| 3M | +7.9% | -1.8% | +9.7% | +11.1% |
| 6M | +6.2% | +0.2% | +6.0% | +5.2% |
| YTD | +17.7% | +0.4% | +17.4% | +16.3% |
| 1Y | +32.9% | +2.8% | +30.1% | +25.6% |
| 3Y | +129.7% | +29.1% | +100.5% | +42.7% |
| 5Y | +89.3% | +6.3% | +83.1% | +80.8% |
| All | +96.3% | +30.3% | +66.0% | +35.5% |
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