+7.3%
EMB vs VSH
+65.5%
-58.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +0.3% | +6.2% | -5.9% | -0.2% |
| 30D | -0.5% | -11.1% | +10.6% | +0.3% |
| 3M | +0.3% | -44.9% | +45.2% | +4.3% |
| 6M | +1.2% | +90.0% | -88.8% | -6.5% |
| YTD | +1.5% | +118.8% | -117.3% | -7.7% |
| 1Y | +4.8% | +109.0% | -104.2% | -4.5% |
| 3Y | +30.4% | +35.6% | -5.3% | +23.2% |
| 5Y | +7.3% | +66.7% | -59.4% | -4.2% |
| All | +7.3% | +65.5% | -58.3% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling