+60.9%
VEA vs EMB
+7.1%
+53.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.6% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | +0.4% | -0.3% | +0.7% | +0.8% |
| 3M | +4.8% | -0.3% | +5.1% | +5.2% |
| 6M | +11.3% | +0.7% | +10.5% | +10.7% |
| YTD | +17.4% | +1.3% | +16.1% | +16.2% |
| 1Y | +26.2% | +4.7% | +21.5% | +20.8% |
| 3Y | +77.7% | +30.1% | +47.6% | +37.7% |
| 5Y | +60.9% | +6.9% | +54.1% | +51.9% |
| All | +60.9% | +7.1% | +53.8% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling