+2,863.3%
EME vs VT
+374.2%
+2,489.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +1.9% | +0.4% | +1.4% | +1.3% |
| 30D | -8.3% | +1.0% | -9.2% | -9.3% |
| 3M | -10.7% | +2.4% | -13.1% | -12.6% |
| 6M | +1.9% | +12.0% | -10.1% | -10.2% |
| YTD | +23.5% | +15.3% | +8.1% | +5.3% |
| 1Y | +18.0% | +22.6% | -4.6% | -5.8% |
| 3Y | +236.1% | +74.7% | +161.4% | +80.1% |
| 5Y | +527.9% | +66.1% | +461.7% | +252.5% |
| 10Y | +1,252.8% | +225.0% | +1,027.8% | +246.2% |
| All | +2,863.3% | +374.2% | +2,489.1% | +422.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling