+180.3%
EMD price history and return analytics
+357.6%
-177.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.2% |
| 7D | +1.4% | +0.4% | +1.0% | +1.1% |
| 30D | +3.1% | -2.6% | +5.7% | +4.5% |
| 3M | -7.8% | -3.2% | -4.5% | -6.1% |
| 6M | -6.2% | +0.9% | -7.1% | -6.9% |
| YTD | -2.1% | +11.3% | -13.4% | -7.9% |
| 1Y | +2.7% | +14.0% | -11.3% | -4.7% |
| 3Y | +58.2% | +75.8% | -17.7% | +15.1% |
| 5Y | +18.4% | +57.8% | -39.4% | -9.3% |
| 10Y | +65.0% | +219.8% | -154.8% | -14.3% |
| All | +180.3% | +357.6% | -177.3% | +12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling