+39.3%
EEMS vs VT
+65.7%
-26.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | -1.1% | -1.1% | 0.0% | -0.2% |
| 30D | +0.9% | -1.0% | +1.9% | +1.7% |
| 3M | +0.9% | +3.2% | -2.2% | -1.4% |
| 6M | +9.0% | +12.5% | -3.4% | -0.3% |
| YTD | +13.9% | +14.1% | -0.1% | +3.1% |
| 1Y | +15.5% | +18.9% | -3.4% | +1.3% |
| 3Y | +47.7% | +74.1% | -26.4% | -3.3% |
| All | +39.3% | +65.7% | -26.4% | -4.8% |
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