+65.2%
EMR vs VWO
+33.1%
+32.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.1% |
| 7D | -1.2% | -1.7% | +0.5% | +0.2% |
| 30D | -9.4% | -0.3% | -9.1% | -9.2% |
| 3M | +8.6% | +4.0% | +4.6% | +5.3% |
| 6M | +6.7% | +8.1% | -1.4% | +0.6% |
| YTD | +13.1% | +11.6% | +1.4% | +4.1% |
| 1Y | +12.7% | +16.2% | -3.5% | +0.7% |
| 3Y | +58.1% | +63.3% | -5.2% | +11.0% |
| All | +65.2% | +33.1% | +32.1% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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