+41.2%
EEMO vs VT
+66.2%
-25.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | +5.6% | +1.0% | +4.6% | +4.6% |
| 30D | +10.8% | -0.2% | +11.1% | +11.1% |
| 3M | +4.6% | +4.5% | +0.1% | +1.2% |
| 6M | +32.9% | +14.1% | +18.9% | +20.7% |
| YTD | +32.9% | +14.8% | +18.2% | +20.2% |
| 1Y | +33.6% | +21.2% | +12.4% | +15.8% |
| 3Y | +72.2% | +76.6% | -4.4% | +12.5% |
| 5Y | +41.2% | +66.6% | -25.4% | -2.9% |
| All | +41.2% | +66.2% | -25.0% | -2.9% |
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