+116.6%
EMDM price history and return analytics
+84.9%
+31.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +0.2% |
| 7D | +1.8% | -0.7% | +2.5% | +2.6% |
| 30D | -7.1% | -1.7% | -5.3% | -5.1% |
| 3M | -3.8% | -2.3% | -1.5% | -0.9% |
| 6M | -7.3% | +1.5% | -8.8% | -8.1% |
| YTD | +24.9% | +12.0% | +12.9% | +11.8% |
| 1Y | +29.9% | +12.9% | +17.0% | +15.3% |
| 3Y | +112.0% | +74.9% | +37.1% | +19.0% |
| All | +116.6% | +84.9% | +31.7% | +17.1% |
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