+84.1%
EMM vs VT
+85.8%
-1.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.5% |
| 7D | +3.1% | +0.4% | +2.6% | +2.5% |
| 30D | +6.8% | +1.0% | +5.8% | +5.6% |
| 3M | +0.7% | +2.4% | -1.6% | -1.4% |
| 6M | +21.2% | +12.0% | +9.2% | +8.4% |
| YTD | +33.6% | +15.3% | +18.3% | +16.4% |
| 1Y | +53.2% | +22.6% | +30.6% | +26.1% |
| 3Y | +81.0% | +74.7% | +6.3% | +4.3% |
| All | +84.1% | +85.8% | -1.7% | -1.2% |
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 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