+465.9%
VTV vs EMB
+126.0%
+339.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | +2.9% | -0.9% | +3.8% | +3.5% |
| 30D | +3.8% | +0.4% | +3.4% | +3.6% |
| 3M | +1.6% | -3.1% | +4.7% | +3.7% |
| 6M | +11.2% | -2.1% | +13.3% | +12.8% |
| YTD | +22.0% | -1.1% | +23.1% | +22.9% |
| 1Y | +24.9% | -0.1% | +24.9% | +25.0% |
| 3Y | +78.5% | +29.6% | +48.9% | +51.2% |
| 5Y | +77.8% | +7.2% | +70.6% | +69.2% |
| 10Y | +231.1% | +35.5% | +195.6% | +179.7% |
| All | +465.9% | +126.0% | +339.8% | +308.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling