+16.6%
EMXF vs VT
+13.3%
+3.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.3% |
| 7D | +0.9% | -0.7% | +1.6% | +1.9% |
| 30D | -5.1% | -1.7% | -3.3% | -2.7% |
| 3M | -4.1% | -2.3% | -1.8% | -0.8% |
| 6M | -4.1% | +1.5% | -5.6% | -5.7% |
| YTD | +16.8% | +12.0% | +4.8% | +2.9% |
| 1Y | +16.6% | +12.9% | +3.7% | +2.0% |
| All | +16.6% | +13.3% | +3.3% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling