+145.3%
EMXC vs VT
+181.0%
-35.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.0% | +0.4% | +2.6% | +2.6% |
| 30D | +6.3% | +1.0% | +5.4% | +5.4% |
| 3M | 0.0% | +2.4% | -2.3% | -1.6% |
| 6M | +23.6% | +12.0% | +11.6% | +12.5% |
| YTD | +40.0% | +15.3% | +24.6% | +24.3% |
| 1Y | +62.4% | +22.6% | +39.8% | +36.5% |
| 3Y | +110.8% | +74.7% | +36.2% | +28.6% |
| 5Y | +79.8% | +66.1% | +13.7% | +14.4% |
| All | +145.3% | +181.0% | -35.7% | +2.1% |
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