+103.4%
EEM price history and return analytics
+360.7%
-257.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.1% |
| 7D | +0.7% | -0.7% | +1.4% | +1.6% |
| 30D | -6.2% | -1.7% | -4.5% | -4.1% |
| 3M | -5.2% | -2.3% | -2.9% | -2.3% |
| 6M | -8.1% | +1.5% | -9.7% | -9.0% |
| YTD | +14.0% | +12.0% | +1.9% | +1.2% |
| 1Y | +13.8% | +12.9% | +1.0% | +0.1% |
| 3Y | +73.7% | +74.9% | -1.2% | -9.2% |
| 5Y | +34.6% | +59.9% | -25.4% | -22.9% |
| 10Y | +123.6% | +224.6% | -101.1% | -47.2% |
| All | +103.4% | +360.7% | -257.2% | -67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling