+78.4%
V vs EEM
+70.6%
+7.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.5% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | +9.5% | -8.6% | +18.2% | +10.7% |
| 3M | +16.7% | -7.0% | +23.7% | +17.5% |
| 6M | +32.9% | -9.7% | +42.7% | +34.0% |
| YTD | +21.1% | +12.1% | +9.0% | +13.5% |
| 1Y | +26.6% | +14.1% | +12.6% | +18.0% |
| 3Y | +78.4% | +72.1% | +6.2% | +42.9% |
| All | +78.4% | +70.6% | +7.8% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling