+228.3%
EMF price history and return analytics
+224.4%
+3.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -2.1% |
| 7D | -0.6% | -0.7% | +0.1% | 0.0% |
| 30D | -7.8% | -1.7% | -6.1% | -6.4% |
| 3M | -5.0% | -2.3% | -2.7% | -2.9% |
| 6M | -7.2% | +1.5% | -8.7% | -7.9% |
| YTD | +24.0% | +12.0% | +11.9% | +13.9% |
| 1Y | +25.7% | +12.9% | +12.8% | +14.7% |
| 3Y | +129.9% | +74.9% | +55.0% | +45.3% |
| 5Y | +72.1% | +59.9% | +12.2% | +16.9% |
| 10Y | +228.3% | +224.6% | +3.6% | +13.7% |
| All | +228.3% | +224.4% | +3.9% | +13.7% |
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