+1,344.7%
EME vs VEU
+155.0%
+1,189.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +3.2% |
| 7D | +3.5% | -1.4% | +4.9% | +5.1% |
| 30D | -6.3% | -0.4% | -5.9% | -5.9% |
| 3M | -3.8% | +2.5% | -6.3% | -5.7% |
| 6M | +8.5% | +11.1% | -2.6% | -2.3% |
| YTD | +27.8% | +16.5% | +11.3% | +9.5% |
| 1Y | +22.2% | +22.9% | -0.7% | -0.6% |
| 3Y | +253.5% | +73.4% | +180.1% | +101.3% |
| 5Y | +578.6% | +56.1% | +522.5% | +330.8% |
| All | +1,344.7% | +155.0% | +1,189.7% | +477.9% |
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