+77.7%
VTV vs EMB
+7.3%
+70.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | +2.9% | -0.9% | +3.8% | +3.6% |
| 30D | +3.8% | +0.4% | +3.4% | +3.5% |
| 3M | +1.6% | -3.1% | +4.7% | +4.1% |
| 6M | +11.2% | -2.1% | +13.3% | +13.0% |
| YTD | +22.0% | -1.1% | +23.1% | +23.1% |
| 1Y | +24.9% | -0.1% | +24.9% | +25.0% |
| 3Y | +78.5% | +29.6% | +48.9% | +49.1% |
| All | +77.7% | +7.3% | +70.4% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling