+46.3%
EMXF vs VT
+66.2%
-19.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | +3.7% | +1.0% | +2.7% | +2.9% |
| 3M | +2.6% | +2.4% | +0.3% | +0.8% |
| 6M | +20.2% | +12.0% | +8.2% | +10.1% |
| YTD | +27.3% | +15.3% | +12.0% | +14.1% |
| 1Y | +39.7% | +22.6% | +17.1% | +19.5% |
| 3Y | +81.3% | +74.7% | +6.6% | +19.0% |
| All | +46.3% | +66.2% | -19.9% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling