+159.4%
EMLP price history and return analytics
+215.5%
-56.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -3.6% | -2.3% | -1.3% | -2.1% |
| 30D | +2.2% | -5.0% | +7.1% | +5.8% |
| 3M | -0.7% | -4.9% | +4.2% | +2.7% |
| 6M | -0.1% | -1.5% | +1.5% | +0.3% |
| YTD | +16.1% | +8.5% | +7.6% | +7.7% |
| 1Y | +17.3% | +11.4% | +5.9% | +6.5% |
| 3Y | +75.5% | +70.1% | +5.4% | +12.6% |
| 5Y | +102.6% | +53.7% | +48.9% | +39.9% |
| All | +159.4% | +215.5% | -56.2% | -7.1% |
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