+27.0%
EEM vs VT
+53.1%
-26.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.7% | -1.7% |
| 7D | -7.4% | -4.2% | -3.3% | -3.4% |
| 30D | -15.0% | -5.8% | -9.2% | -9.6% |
| 3M | -11.7% | -5.2% | -6.4% | -6.6% |
| 6M | -10.8% | +0.1% | -10.9% | -10.0% |
| YTD | +6.7% | +8.2% | -1.6% | +0.6% |
| 1Y | +7.4% | +10.1% | -2.7% | -0.3% |
| 3Y | +62.1% | +69.7% | -7.6% | +2.9% |
| All | +27.0% | +53.1% | -26.0% | -11.7% |
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