+451.3%
VTV vs EMB
+131.9%
+319.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +0.3% | +0.3% | 0.0% | +0.1% |
| 30D | +0.1% | -0.5% | +0.6% | +0.5% |
| 3M | +6.2% | +0.3% | +5.9% | +6.0% |
| 6M | +13.5% | +1.2% | +12.3% | +12.6% |
| YTD | +18.9% | +1.5% | +17.4% | +17.8% |
| 1Y | +25.8% | +4.8% | +21.0% | +22.0% |
| 3Y | +68.7% | +30.4% | +38.4% | +42.3% |
| 5Y | +80.3% | +7.3% | +73.1% | +71.3% |
| 10Y | +226.3% | +29.7% | +196.6% | +179.6% |
| All | +451.3% | +131.9% | +319.4% | +291.3% |
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 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