+103.3%
EMR vs VEU
+70.2%
+33.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +2.8% | +2.1% | +0.8% | +0.5% |
| 30D | +3.7% | -0.9% | +4.6% | +4.8% |
| 3M | +2.0% | -5.4% | +7.4% | +8.6% |
| 6M | +22.1% | -1.8% | +23.9% | +24.7% |
| YTD | +27.2% | +10.9% | +16.3% | +13.9% |
| 1Y | +32.0% | +13.6% | +18.5% | +15.3% |
| 3Y | +103.3% | +69.3% | +34.0% | +18.6% |
| All | +103.3% | +70.2% | +33.1% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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