+35.6%
EMCS price history and return analytics
+53.2%
-17.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -1.4% |
| 7D | -8.2% | -4.2% | -4.1% | -3.9% |
| 30D | -14.6% | -5.8% | -8.8% | -8.9% |
| 3M | -9.9% | -5.2% | -4.7% | -4.4% |
| 6M | -5.9% | +0.1% | -6.0% | -4.9% |
| YTD | +14.0% | +8.2% | +5.8% | +7.3% |
| 1Y | +14.7% | +10.1% | +4.6% | +6.2% |
| 3Y | +83.5% | +69.7% | +13.8% | +14.2% |
| 5Y | +35.6% | +53.4% | -17.7% | -7.3% |
| All | +35.6% | +53.2% | -17.5% | -7.3% |
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