+54.3%
VXUS vs EME
+544.7%
-490.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.2% |
| 7D | +0.3% | +2.7% | -2.4% | -0.3% |
| 30D | +0.7% | -6.8% | +7.5% | +2.1% |
| 3M | +4.8% | -8.8% | +13.6% | +6.3% |
| 6M | +11.3% | +5.0% | +6.3% | +9.4% |
| YTD | +16.5% | +23.5% | -7.0% | +10.2% |
| 1Y | +24.3% | +21.3% | +3.0% | +16.8% |
| 3Y | +74.5% | +241.1% | -166.6% | +18.5% |
| 5Y | +54.3% | +549.2% | -494.8% | -19.4% |
| All | +54.3% | +544.7% | -490.4% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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