+58.4%
EMMF vs VT
+76.6%
-18.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.9% |
| 7D | -3.1% | -0.3% | -2.8% | -2.8% |
| 30D | -10.8% | -1.4% | -9.4% | -9.6% |
| 3M | -7.4% | -1.4% | -6.0% | -6.1% |
| 6M | -3.5% | +5.5% | -9.0% | -7.2% |
| YTD | +11.1% | +12.8% | -1.7% | +1.4% |
| 1Y | +13.0% | +15.4% | -2.4% | +1.5% |
| All | +58.4% | +76.6% | -18.2% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling