+54.8%
EMC price history and return analytics
+83.7%
-28.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | +1.5% | -0.1% | +1.6% | +1.6% |
| 30D | +4.0% | -0.7% | +4.7% | +4.8% |
| 3M | +3.6% | +4.0% | -0.4% | -0.6% |
| 6M | +18.1% | +12.3% | +5.8% | +5.0% |
| YTD | +23.1% | +14.0% | +9.1% | +8.1% |
| 1Y | +25.2% | +20.3% | +4.9% | +4.3% |
| 3Y | +59.6% | +75.4% | -15.8% | -9.6% |
| All | +54.8% | +83.7% | -28.9% | -16.4% |
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