+31.6%
EMR vs VSH
+92.4%
-60.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.5% |
| 7D | +2.5% | +14.3% | -11.9% | -0.4% |
| 30D | +3.3% | -7.9% | +11.1% | +4.1% |
| 3M | +1.7% | -19.9% | +21.5% | +4.6% |
| 6M | +21.7% | -30.5% | +52.2% | +24.0% |
| YTD | +26.8% | +85.7% | -58.9% | -10.3% |
| 1Y | +31.6% | +98.9% | -67.4% | -9.6% |
| All | +31.6% | +92.4% | -60.9% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling