+2,938.0%
EME price history and return analytics
+371.8%
+2,566.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.1% |
| 7D | +5.2% | +1.0% | +4.1% | +3.9% |
| 30D | -5.4% | -0.2% | -5.1% | -5.1% |
| 3M | -6.1% | +4.5% | -10.6% | -10.3% |
| 6M | +9.7% | +14.1% | -4.4% | -5.4% |
| YTD | +26.6% | +14.8% | +11.8% | +8.6% |
| 1Y | +24.6% | +21.2% | +3.4% | +0.8% |
| 3Y | +249.6% | +76.6% | +173.0% | +84.9% |
| 5Y | +556.6% | +66.6% | +490.0% | +267.3% |
| 10Y | +1,286.6% | +222.3% | +1,064.3% | +258.4% |
| All | +2,938.0% | +371.8% | +2,566.2% | +438.4% |
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 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