+32.5%
EEM price history and return analytics
+18.7%
+13.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.8% |
| 7D | -0.7% | -2.0% | +1.3% | +2.5% |
| 30D | +2.4% | -1.4% | +3.8% | +4.7% |
| 3M | +4.2% | +4.7% | -0.6% | -2.5% |
| 6M | +14.8% | +11.4% | +3.4% | -0.5% |
| YTD | +23.1% | +13.1% | +10.0% | +5.4% |
| 1Y | +32.5% | +19.0% | +13.5% | +7.5% |
| All | +32.5% | +18.7% | +13.8% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling