+18.5%
EML vs VT
+23.3%
-4.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.4% |
| 7D | +6.2% | +0.4% | +5.7% | +6.0% |
| 30D | +14.9% | +1.0% | +13.9% | +14.4% |
| 3M | +29.8% | +2.4% | +27.5% | +28.7% |
| 6M | +51.8% | +12.0% | +39.8% | +45.2% |
| YTD | +44.1% | +15.3% | +28.8% | +34.5% |
| 1Y | +18.5% | +22.6% | -4.1% | +0.2% |
| All | +18.5% | +23.3% | -4.9% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling