+90.4%
EMMF vs VT
+154.9%
-64.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.4% | +0.4% | +1.0% | +1.1% |
| 30D | +4.0% | +1.0% | +3.0% | +3.3% |
| 3M | -1.5% | +2.4% | -3.9% | -2.9% |
| 6M | +14.6% | +12.0% | +2.6% | +6.0% |
| YTD | +24.4% | +15.3% | +9.0% | +12.7% |
| 1Y | +34.1% | +22.6% | +11.6% | +16.4% |
| 3Y | +76.2% | +74.7% | +1.6% | +18.3% |
| 5Y | +64.7% | +66.1% | -1.4% | +14.1% |
| All | +90.4% | +154.9% | -64.6% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling