+32.5%
EMXF vs VT
+53.4%
-20.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | -1.4% | -2.3% | +0.9% | +0.6% |
| 30D | -9.7% | -5.0% | -4.8% | -5.6% |
| 3M | -7.5% | -4.9% | -2.6% | -3.2% |
| 6M | -6.4% | -1.5% | -4.9% | -4.6% |
| YTD | +12.6% | +8.5% | +4.1% | +6.5% |
| 1Y | +13.9% | +11.4% | +2.6% | +5.6% |
| 3Y | +63.8% | +70.1% | -6.3% | +11.1% |
| All | +32.5% | +53.4% | -20.9% | -4.8% |
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