+61.7%
EMXF vs VT
+101.6%
-39.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -0.4% |
| 7D | -4.8% | -4.2% | -0.6% | -1.1% |
| 30D | -12.0% | -5.8% | -6.2% | -7.3% |
| 3M | -9.4% | -5.2% | -4.2% | -5.0% |
| 6M | -5.1% | +0.1% | -5.3% | -4.6% |
| YTD | +11.2% | +8.2% | +3.0% | +5.2% |
| 1Y | +11.8% | +10.1% | +1.7% | +4.4% |
| 3Y | +63.1% | +69.7% | -6.6% | +8.8% |
| 5Y | +31.7% | +53.4% | -21.7% | -3.4% |
| All | +61.7% | +101.6% | -39.9% | -3.9% |
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