+14.5%
EEMS vs VT
+18.6%
-4.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -1.5% |
| 7D | -0.9% | -2.0% | +1.1% | +1.6% |
| 30D | +0.9% | -1.4% | +2.3% | +2.7% |
| 3M | +4.1% | +4.7% | -0.6% | -1.3% |
| 6M | +8.2% | +11.4% | -3.1% | -3.7% |
| YTD | +12.9% | +13.1% | -0.1% | -0.4% |
| All | +14.5% | +18.6% | -4.1% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling