+2,492.2%
EME price history and return analytics
+356.5%
+2,135.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +8.4% | +2.4% | +6.0% | +5.6% |
| 30D | -11.5% | -1.5% | -10.0% | -9.8% |
| 3M | -20.6% | -4.1% | -16.5% | -16.4% |
| 6M | -28.5% | +0.6% | -29.0% | -28.4% |
| YTD | +8.0% | +11.0% | -3.0% | -3.5% |
| 1Y | +6.8% | +13.3% | -6.6% | -6.8% |
| 3Y | +213.9% | +73.4% | +140.5% | +70.2% |
| 5Y | +414.8% | +57.4% | +357.4% | +208.5% |
| 10Y | +916.9% | +221.7% | +695.2% | +163.8% |
| All | +2,492.2% | +356.5% | +2,135.7% | +378.8% |
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