+13.9%
IEMG vs VSH
+62.1%
-48.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +2.0% |
| 7D | -3.1% | -13.6% | +10.5% | -0.1% |
| 30D | -10.3% | -30.4% | +20.0% | -3.3% |
| 3M | -6.6% | -33.3% | +26.7% | +0.9% |
| 6M | -3.9% | -15.1% | +11.2% | -2.7% |
| YTD | +12.4% | +80.2% | -67.8% | -4.1% |
| 1Y | +13.9% | +63.4% | -49.5% | -1.8% |
| All | +13.9% | +62.1% | -48.2% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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