+1,344.7%
EME price history and return analytics
+229.8%
+1,114.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.3% |
| 7D | +3.5% | -1.1% | +4.6% | +4.9% |
| 30D | -6.3% | -1.0% | -5.3% | -5.2% |
| 3M | -3.8% | +3.2% | -6.9% | -6.7% |
| 6M | +8.5% | +12.5% | -4.0% | -4.5% |
| YTD | +27.8% | +14.1% | +13.7% | +10.9% |
| 1Y | +22.2% | +18.9% | +3.3% | +1.8% |
| 3Y | +253.5% | +74.1% | +179.4% | +97.0% |
| 5Y | +578.6% | +66.9% | +511.8% | +294.9% |
| All | +1,344.7% | +229.8% | +1,114.9% | +294.3% |
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 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