+88.6%
EMF price history and return analytics
+66.2%
+22.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +2.5% | +1.0% | +1.5% | +1.6% |
| 30D | +5.5% | -0.2% | +5.7% | +5.7% |
| 3M | +4.1% | +4.5% | -0.5% | +0.5% |
| 6M | +24.7% | +14.1% | +10.6% | +12.6% |
| YTD | +38.2% | +14.8% | +23.4% | +24.4% |
| 1Y | +62.6% | +21.2% | +41.4% | +40.2% |
| 3Y | +150.9% | +76.6% | +74.3% | +61.1% |
| 5Y | +88.6% | +66.6% | +22.0% | +27.9% |
| All | +88.6% | +66.2% | +22.4% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling