+26.0%
V vs EEM
+11.3%
+14.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.3% |
| 7D | +0.8% | -0.9% | +1.7% | +0.8% |
| 30D | +9.9% | -9.3% | +19.3% | +9.1% |
| 3M | +17.5% | -7.1% | +24.6% | +16.8% |
| 6M | +33.5% | -10.4% | +43.8% | +32.6% |
| YTD | +21.6% | +11.3% | +10.3% | +16.9% |
| All | +26.0% | +11.3% | +14.8% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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