+8.9%
EEMO vs VT
+337.0%
-328.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.9% |
| 7D | -11.9% | -2.3% | -9.6% | -9.8% |
| 30D | -26.2% | -5.0% | -21.2% | -22.3% |
| 3M | -16.7% | -4.9% | -11.8% | -12.3% |
| 6M | -23.7% | -1.5% | -22.1% | -21.0% |
| YTD | -1.3% | +8.5% | -9.7% | -5.4% |
| 1Y | -1.8% | +11.4% | -13.2% | -8.0% |
| 3Y | +30.5% | +70.1% | -39.5% | -13.6% |
| 5Y | +9.8% | +53.7% | -43.9% | -21.6% |
| 10Y | +56.8% | +220.0% | -163.2% | -32.9% |
| All | +8.9% | +337.0% | -328.0% | -61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling