+33.6%
EEM vs VT
+57.5%
-23.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -0.9% | -0.1% | -0.7% | -0.6% |
| 30D | -9.3% | -3.1% | -6.3% | -6.4% |
| 3M | -7.1% | -3.5% | -3.6% | -3.5% |
| 6M | -10.4% | +0.5% | -10.8% | -10.0% |
| YTD | +11.3% | +10.8% | +0.5% | +2.6% |
| 1Y | +11.3% | +11.9% | -0.6% | +1.6% |
| 3Y | +69.6% | +73.0% | -3.3% | +5.6% |
| 5Y | +33.6% | +58.6% | -25.0% | -10.2% |
| All | +33.6% | +57.5% | -23.9% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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