+23.9%
EMKT price history and return analytics
+13.8%
+10.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +2.6% |
| 30D | +1.1% | -1.4% | +2.5% | +3.3% |
| 3M | +3.4% | +4.7% | -1.3% | -2.8% |
| 6M | +16.4% | +11.4% | +5.1% | +1.7% |
| YTD | +25.5% | +13.1% | +12.4% | +8.8% |
| All | +23.9% | +13.8% | +10.1% | +7.0% |
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