+114.5%
EMA price history and return analytics
+221.4%
-107.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +1.3% | +1.0% | +0.3% | +0.9% |
| 30D | -0.1% | -0.2% | +0.1% | 0.0% |
| 3M | +0.3% | +4.5% | -4.2% | -1.9% |
| 6M | -1.1% | +14.1% | -15.1% | -7.4% |
| YTD | +5.2% | +14.8% | -9.6% | -2.0% |
| 1Y | +11.0% | +21.2% | -10.2% | +0.5% |
| 3Y | +59.0% | +76.6% | -17.6% | +16.9% |
| 5Y | +37.6% | +66.6% | -29.0% | +3.1% |
| 10Y | +114.5% | +222.3% | -107.8% | +3.1% |
| All | +114.5% | +221.4% | -107.0% | +3.1% |
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