+29.7%
EMB vs VEU
+152.3%
-122.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.3% |
| 7D | -1.1% | -1.9% | +0.8% | -0.4% |
| 30D | -1.1% | -0.7% | -0.3% | -0.8% |
| 3M | -0.8% | +4.9% | -5.6% | -2.7% |
| 6M | -0.1% | +9.8% | -9.9% | -3.9% |
| YTD | +0.4% | +15.3% | -14.9% | -5.4% |
| 1Y | +3.3% | +23.0% | -19.8% | -5.2% |
| 3Y | +29.0% | +73.5% | -44.5% | +2.5% |
| 5Y | +6.3% | +54.5% | -48.2% | -12.5% |
| All | +29.7% | +152.3% | -122.6% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling