+4.3%
EME vs VT
+13.3%
-9.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +1.4% |
| 7D | +4.3% | -0.7% | +5.0% | +5.7% |
| 30D | -14.4% | -1.7% | -12.6% | -11.8% |
| 3M | -18.3% | -2.3% | -16.0% | -15.0% |
| 6M | -28.3% | +1.5% | -29.9% | -30.0% |
| YTD | +9.2% | +12.0% | -2.8% | -9.5% |
| 1Y | +4.3% | +12.9% | -8.6% | -14.7% |
| All | +4.3% | +13.3% | -9.0% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling