+5.3%
EMHC vs VT
+60.6%
-55.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.3% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +2.1% | -1.4% | +3.5% | +2.5% |
| 3M | -2.7% | -1.4% | -1.3% | -2.3% |
| 6M | -1.7% | +5.5% | -7.1% | -3.6% |
| YTD | -1.2% | +12.8% | -14.1% | -5.6% |
| 1Y | 0.0% | +15.4% | -15.4% | -5.2% |
| 3Y | +25.8% | +76.9% | -51.1% | +0.5% |
| 5Y | +5.3% | +60.4% | -55.1% | -15.0% |
| All | +5.3% | +60.6% | -55.3% | -15.0% |
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