+7,919.4%
EME vs VO
+827.2%
+7,092.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +2.0% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | -8.3% | -0.3% | -7.9% | -7.8% |
| 3M | -10.7% | +2.9% | -13.7% | -13.5% |
| 6M | +1.9% | +9.3% | -7.4% | -8.0% |
| YTD | +23.5% | +14.2% | +9.3% | +5.7% |
| 1Y | +18.0% | +15.3% | +2.7% | +0.2% |
| 3Y | +236.1% | +56.2% | +179.9% | +100.2% |
| 5Y | +527.9% | +42.4% | +485.4% | +307.3% |
| 10Y | +1,252.8% | +194.7% | +1,058.0% | +243.5% |
| All | +7,919.4% | +827.2% | +7,092.1% | +454.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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