+158.3%
VEA vs EMB
+30.4%
+127.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.3% |
| 7D | -2.1% | -1.1% | -1.0% | -0.8% |
| 30D | -1.1% | -1.1% | 0.0% | +0.2% |
| 3M | +5.1% | -0.8% | +5.8% | +6.1% |
| 6M | +9.8% | -0.1% | +9.8% | +10.2% |
| YTD | +15.9% | +0.4% | +15.5% | +15.8% |
| 1Y | +24.6% | +3.3% | +21.3% | +20.8% |
| 3Y | +75.5% | +29.0% | +46.5% | +34.3% |
| 5Y | +59.4% | +6.3% | +53.1% | +51.4% |
| All | +158.3% | +30.4% | +127.9% | +104.2% |
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