+85.8%
EMF vs VT
+66.2%
+19.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +1.2% | +0.4% | +0.8% | +0.8% |
| 30D | +4.8% | +1.0% | +3.9% | +4.0% |
| 3M | -1.4% | +2.4% | -3.8% | -3.1% |
| 6M | +22.2% | +12.0% | +10.1% | +11.9% |
| YTD | +38.1% | +15.3% | +22.7% | +23.7% |
| 1Y | +66.1% | +22.6% | +43.5% | +41.9% |
| 3Y | +144.3% | +74.7% | +69.7% | +58.1% |
| All | +85.8% | +66.2% | +19.6% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling