+131.7%
EMB vs VEU
+158.5%
-26.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | 0.0% | +1.1% | -1.2% | -0.2% |
| 30D | -0.3% | +2.2% | -2.5% | -0.7% |
| 3M | -0.4% | +3.0% | -3.4% | -1.1% |
| 6M | +0.1% | +10.9% | -10.7% | -2.1% |
| YTD | +1.6% | +18.2% | -16.6% | -2.0% |
| 1Y | +5.6% | +28.3% | -22.7% | +0.2% |
| 3Y | +29.8% | +74.6% | -44.8% | +15.6% |
| 5Y | +7.3% | +56.4% | -49.1% | -3.0% |
| 10Y | +30.4% | +153.0% | -122.6% | +8.4% |
| All | +131.7% | +158.5% | -26.8% | +85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling