+62.9%
EMR vs VSH
+65.5%
-2.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +3.1% | +6.2% | -3.1% | +1.1% |
| 30D | -3.5% | -11.1% | +7.6% | -0.3% |
| 3M | +9.8% | -44.9% | +54.7% | +29.3% |
| 6M | +10.8% | +90.0% | -79.2% | -18.9% |
| YTD | +15.9% | +118.8% | -102.9% | -20.3% |
| 1Y | +16.4% | +109.0% | -92.5% | -19.2% |
| 3Y | +62.1% | +35.6% | +26.5% | +27.1% |
| 5Y | +62.9% | +66.7% | -3.8% | +11.2% |
| All | +62.9% | +65.5% | -2.6% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling