+108.6%
EEMV vs VT
+389.6%
-281.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | -2.0% | -2.3% | +0.3% | -0.3% |
| 30D | -6.3% | -5.0% | -1.3% | -2.7% |
| 3M | -4.6% | -4.9% | +0.3% | -1.0% |
| 6M | -3.7% | -1.5% | -2.2% | -2.3% |
| YTD | +9.8% | +8.5% | +1.3% | +4.1% |
| 1Y | +10.2% | +11.4% | -1.1% | +2.5% |
| 3Y | +42.3% | +70.1% | -27.8% | -3.5% |
| 5Y | +25.2% | +53.7% | -28.5% | -9.5% |
| 10Y | +73.8% | +220.0% | -146.2% | -32.7% |
| All | +108.6% | +389.6% | -281.0% | -42.6% |
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