+90.2%
EMMF price history and return analytics
+152.0%
-61.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +4.4% | -0.7% | +5.0% | +4.9% |
| 3M | +3.0% | +4.0% | -1.0% | +0.2% |
| 6M | +15.2% | +12.3% | +2.9% | +6.4% |
| YTD | +24.2% | +14.0% | +10.2% | +13.5% |
| 1Y | +32.2% | +20.3% | +11.9% | +16.3% |
| 3Y | +76.4% | +75.4% | +1.0% | +18.2% |
| 5Y | +65.5% | +66.0% | -0.4% | +14.7% |
| All | +90.2% | +152.0% | -61.9% | -2.8% |
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