+101.3%
EMCS price history and return analytics
+159.3%
-58.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.2% |
| 7D | -3.5% | -2.3% | -1.2% | -1.2% |
| 30D | -11.7% | -5.0% | -6.7% | -7.1% |
| 3M | -6.3% | -4.9% | -1.4% | -1.5% |
| 6M | -7.1% | -1.5% | -5.6% | -4.8% |
| YTD | +16.7% | +8.5% | +8.2% | +10.0% |
| 1Y | +19.7% | +11.4% | +8.4% | +10.2% |
| 3Y | +86.4% | +70.1% | +16.3% | +18.1% |
| 5Y | +38.9% | +53.7% | -14.8% | -4.1% |
| All | +101.3% | +159.3% | -58.1% | -7.0% |
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