+23.2%
EML price history and return analytics
+57.4%
-34.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.2% |
| 7D | -4.7% | +0.4% | -5.0% | -4.8% |
| 30D | +10.8% | -2.6% | +13.4% | +12.8% |
| 3M | +9.9% | -3.2% | +13.1% | +12.2% |
| 6M | +24.1% | +0.9% | +23.1% | +22.9% |
| YTD | +40.6% | +11.3% | +29.3% | +29.9% |
| 1Y | +41.6% | +14.0% | +27.6% | +28.6% |
| 3Y | +58.0% | +75.8% | -17.8% | +8.9% |
| 5Y | +23.2% | +57.8% | -34.6% | -11.9% |
| All | +23.2% | +57.4% | -34.1% | -11.9% |
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