+570.7%
EME vs VTEB
+1.2%
+569.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +4.0% | +4.1% |
| 7D | +3.5% | -0.9% | +4.4% | +4.0% |
| 30D | -6.3% | -2.5% | -3.8% | -5.0% |
| 3M | -3.8% | -3.0% | -0.8% | -2.2% |
| 6M | +8.5% | -2.1% | +10.6% | +9.8% |
| YTD | +27.8% | -1.5% | +29.3% | +29.0% |
| 1Y | +22.2% | +0.2% | +22.1% | +22.4% |
| 3Y | +253.5% | +8.6% | +244.9% | +232.2% |
| All | +570.7% | +1.2% | +569.4% | +469.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling