+12.1%
EEM vs VG
+32.8%
-20.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +3.1% |
| 7D | -0.1% | -8.3% | +8.2% | -1.0% |
| 30D | -8.6% | -10.3% | +1.7% | -9.4% |
| 3M | -7.0% | -10.8% | +3.8% | -7.6% |
| 6M | -9.7% | +3.5% | -13.2% | -8.1% |
| YTD | +12.1% | +74.0% | -61.8% | +11.5% |
| All | +12.1% | +32.8% | -20.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling