+30.5%
EMB vs VSH
+33.6%
-3.1%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -0.2% |
| 7D | 0.0% | +4.1% | -4.1% | -0.2% |
| 30D | -0.3% | -4.2% | +3.9% | -0.2% |
| 3M | -0.4% | -50.0% | +49.6% | +3.0% |
| 6M | +0.1% | +80.2% | -80.1% | -5.2% |
| YTD | +1.6% | +121.1% | -119.5% | -5.3% |
| 1Y | +5.6% | +112.0% | -106.4% | -1.5% |
| All | +30.5% | +33.6% | -3.1% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling