+15.0%
EEM vs VLO
+120.8%
-105.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.6% | +0.3% |
| 7D | -3.0% | -6.0% | +3.0% | -3.5% |
| 30D | -10.3% | -12.9% | +2.5% | -11.3% |
| 3M | -6.6% | +18.3% | -25.0% | -4.7% |
| 6M | -3.4% | +46.4% | -49.8% | +1.3% |
| YTD | +13.2% | +127.7% | -114.5% | +14.2% |
| 1Y | +15.0% | +120.6% | -105.6% | +16.5% |
| All | +15.0% | +120.8% | -105.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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