+5.8%
EML price history and return analytics
+65.7%
-59.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -5.1% |
| 7D | -12.4% | -1.1% | -11.3% | -11.7% |
| 30D | -4.2% | -1.0% | -3.2% | -3.6% |
| 3M | +17.1% | +3.2% | +14.0% | +14.7% |
| 6M | +22.6% | +12.5% | +10.1% | +12.8% |
| YTD | +26.3% | +14.1% | +12.2% | +14.9% |
| 1Y | -1.0% | +18.9% | -19.9% | -12.5% |
| 3Y | +41.9% | +74.1% | -32.2% | -1.9% |
| All | +5.8% | +65.7% | -59.9% | -25.6% |
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