+46.6%
EEM vs VO
+42.2%
+4.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.4% |
| 30D | +5.1% | -1.9% | +7.0% | +6.6% |
| 3M | +4.6% | +3.3% | +1.3% | +2.3% |
| 6M | +17.8% | +9.7% | +8.1% | +10.7% |
| YTD | +25.8% | +12.6% | +13.2% | +16.2% |
| 1Y | +36.4% | +13.6% | +22.7% | +25.2% |
| 3Y | +90.0% | +56.8% | +33.2% | +39.4% |
| 5Y | +46.6% | +42.3% | +4.3% | +13.4% |
| All | +46.6% | +42.2% | +4.3% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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