+60.0%
EMD price history and return analytics
+221.4%
-161.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -0.6% | +1.0% | -1.6% | -1.2% |
| 30D | -0.5% | -0.2% | -0.3% | -0.4% |
| 3M | +3.1% | +4.5% | -1.4% | +0.3% |
| 6M | +5.8% | +14.1% | -8.3% | -2.5% |
| YTD | +5.6% | +14.8% | -9.2% | -3.1% |
| 1Y | +11.5% | +21.2% | -9.7% | -1.1% |
| 3Y | +63.7% | +76.6% | -12.9% | +14.3% |
| 5Y | +26.7% | +66.6% | -39.9% | -9.2% |
| 10Y | +60.0% | +222.3% | -162.3% | -26.1% |
| All | +60.0% | +221.4% | -161.5% | -26.1% |
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