+125.7%
EEM price history and return analytics
+226.9%
-101.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.3% |
| 7D | -0.7% | -2.0% | +1.3% | +1.4% |
| 30D | +2.4% | -1.4% | +3.8% | +3.9% |
| 3M | +4.2% | +4.7% | -0.6% | -0.2% |
| 6M | +14.8% | +11.4% | +3.4% | +4.0% |
| YTD | +23.1% | +13.1% | +10.0% | +10.1% |
| 1Y | +32.5% | +19.0% | +13.5% | +12.8% |
| 3Y | +85.9% | +73.9% | +11.9% | +8.4% |
| 5Y | +43.6% | +65.4% | -21.8% | -12.2% |
| All | +125.7% | +226.9% | -101.2% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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