+26.0%
EMBD price history and return analytics
+138.1%
-112.0%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -0.8% | -2.0% | +1.2% | -0.3% |
| 30D | -1.1% | -1.4% | +0.4% | -0.7% |
| 3M | -0.5% | +4.7% | -5.2% | -1.8% |
| 6M | +0.2% | +11.4% | -11.2% | -2.9% |
| YTD | +0.5% | +13.1% | -12.5% | -3.1% |
| 1Y | +3.2% | +19.0% | -15.8% | -2.0% |
| 3Y | +28.9% | +73.9% | -45.0% | +8.7% |
| 5Y | +12.7% | +65.4% | -52.6% | -5.6% |
| All | +26.0% | +138.1% | -112.0% | -4.7% |
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