+61.1%
EMM vs VT
+78.7%
-17.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.0% | -1.6% | -1.3% | -1.0% |
| 30D | -11.6% | -2.5% | -9.1% | -8.8% |
| 3M | -3.9% | -1.3% | -2.6% | -2.1% |
| 6M | -3.4% | +3.1% | -6.5% | -5.3% |
| YTD | +16.9% | +10.9% | +6.0% | +6.9% |
| 1Y | +19.6% | +12.1% | +7.6% | +8.3% |
| 3Y | +67.5% | +73.9% | -6.4% | -3.3% |
| All | +61.1% | +78.7% | -17.5% | -9.3% |
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