+140.4%
EMDM price history and return analytics
+90.3%
+50.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +3.0% | +0.4% | +2.5% | +2.4% |
| 30D | +5.5% | +1.0% | +4.5% | +4.3% |
| 3M | +0.8% | +2.4% | -1.6% | -1.5% |
| 6M | +17.4% | +12.0% | +5.4% | +4.1% |
| YTD | +38.6% | +15.3% | +23.3% | +19.6% |
| 1Y | +73.2% | +22.6% | +50.6% | +40.5% |
| 3Y | +131.8% | +74.7% | +57.1% | +29.5% |
| All | +140.4% | +90.3% | +50.0% | +25.3% |
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