+238.8%
EME price history and return analytics
+72.7%
+166.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.5% |
| 7D | +0.9% | -2.0% | +2.9% | +4.0% |
| 30D | -8.4% | -1.4% | -7.0% | -6.4% |
| 3M | -3.6% | +4.7% | -8.3% | -9.4% |
| 6M | +3.6% | +11.4% | -7.8% | -10.7% |
| YTD | +22.5% | +13.1% | +9.5% | +3.5% |
| 1Y | +18.2% | +19.0% | -0.8% | -6.3% |
| All | +238.8% | +72.7% | +166.1% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling