+269.9%
EME vs VLTO
+25.1%
+244.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | +2.7% | -2.6% | +5.3% | +3.2% |
| 30D | -6.8% | -2.5% | -4.3% | -6.4% |
| 3M | -8.8% | +10.1% | -18.9% | -12.2% |
| 6M | +5.0% | +1.0% | +4.0% | +4.0% |
| YTD | +23.5% | -4.8% | +28.3% | +24.7% |
| 1Y | +21.3% | -9.3% | +30.6% | +24.6% |
| All | +269.9% | +25.1% | +244.8% | +249.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling