+108.8%
EMDM price history and return analytics
+79.0%
+29.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | 0.0% | -2.3% | +2.4% | +2.9% |
| 30D | -11.6% | -5.0% | -6.7% | -6.0% |
| 3M | -7.1% | -4.9% | -2.2% | -1.1% |
| 6M | -10.0% | -1.5% | -8.4% | -7.4% |
| YTD | +20.4% | +8.5% | +12.0% | +12.0% |
| 1Y | +29.1% | +11.4% | +17.8% | +17.0% |
| 3Y | +102.4% | +70.1% | +32.3% | +17.7% |
| All | +108.8% | +79.0% | +29.8% | +17.4% |
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