+29.0%
EMDM price history and return analytics
+12.5%
+16.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | +1.4% | -0.1% | +1.6% | +1.4% |
| 30D | -9.3% | -3.1% | -6.3% | -4.3% |
| 3M | -5.1% | -3.5% | -1.6% | +1.1% |
| 6M | -8.7% | +0.5% | -9.2% | -8.9% |
| YTD | +23.0% | +10.8% | +12.2% | +7.0% |
| 1Y | +29.0% | +11.9% | +17.1% | +11.1% |
| All | +29.0% | +12.5% | +16.5% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling