+484.0%
V vs EMB
+36.5%
+447.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.6% |
| 7D | +0.9% | -0.9% | +1.8% | +1.9% |
| 30D | +9.0% | +0.4% | +8.6% | +8.6% |
| 3M | +16.7% | -3.1% | +19.8% | +20.9% |
| 6M | +33.4% | -2.1% | +35.5% | +36.4% |
| YTD | +22.4% | -1.1% | +23.4% | +23.6% |
| 1Y | +27.7% | -0.1% | +27.7% | +27.5% |
| 3Y | +78.0% | +29.6% | +48.4% | +32.5% |
| 5Y | +108.5% | +7.2% | +101.3% | +98.0% |
| All | +484.0% | +36.5% | +447.5% | +335.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling