+122.2%
EEMX vs VT
+214.1%
-91.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.1% |
| 7D | -2.7% | -2.3% | -0.3% | -0.4% |
| 30D | -12.4% | -5.0% | -7.5% | -8.1% |
| 3M | -9.5% | -4.9% | -4.6% | -5.0% |
| 6M | -11.2% | -1.5% | -9.7% | -9.2% |
| YTD | +9.9% | +8.5% | +1.4% | +3.6% |
| 1Y | +11.6% | +11.4% | +0.2% | +2.8% |
| 3Y | +68.2% | +70.1% | -1.9% | +7.2% |
| 5Y | +37.1% | +53.7% | -16.6% | -4.9% |
| All | +122.2% | +214.1% | -91.9% | -5.4% |
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