-86.4%
EMBC price history and return analytics
+74.4%
-160.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.8% |
| 7D | +5.7% | +1.0% | +4.7% | +4.8% |
| 30D | +25.8% | -0.2% | +26.1% | +26.1% |
| 3M | +66.5% | +4.5% | +62.0% | +59.2% |
| 6M | -38.5% | +14.1% | -52.6% | -47.0% |
| YTD | -52.4% | +14.8% | -67.1% | -59.2% |
| 1Y | -60.9% | +21.2% | -82.1% | -68.4% |
| 3Y | -60.9% | +76.6% | -137.5% | -78.3% |
| All | -86.4% | +74.4% | -160.7% | -92.4% |
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