+37.8%
EMA price history and return analytics
+53.4%
-15.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +2.8% | -2.3% | +5.2% | +3.5% |
| 30D | +11.9% | -5.0% | +16.8% | +13.4% |
| 3M | -0.7% | -4.9% | +4.2% | +0.7% |
| 6M | -1.0% | -1.5% | +0.5% | -0.9% |
| YTD | +6.1% | +8.5% | -2.3% | +2.6% |
| 1Y | +9.3% | +11.4% | -2.0% | +4.5% |
| 3Y | +63.5% | +70.1% | -6.5% | +28.1% |
| All | +37.8% | +53.4% | -15.6% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling