+2,292.1%
EME vs VT
+346.0%
+1,946.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.9% |
| 7D | -10.5% | -2.3% | -8.1% | -8.0% |
| 30D | -22.4% | -5.0% | -17.5% | -17.6% |
| 3M | -24.7% | -4.9% | -19.8% | -20.0% |
| 6M | -35.5% | -1.5% | -33.9% | -33.8% |
| YTD | -0.3% | +8.5% | -8.8% | -8.5% |
| 1Y | -6.7% | +11.4% | -18.1% | -16.9% |
| 3Y | +190.6% | +70.1% | +120.6% | +61.0% |
| 5Y | +367.3% | +53.7% | +313.5% | +187.5% |
| 10Y | +954.5% | +220.0% | +734.5% | +174.7% |
| All | +2,292.1% | +346.0% | +1,946.1% | +353.5% |
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