+279.9%
EMO price history and return analytics
+63.7%
+216.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.2% |
| 7D | -0.5% | -2.0% | +1.5% | +1.1% |
| 30D | +6.0% | -1.4% | +7.4% | +7.1% |
| 3M | +10.5% | +4.7% | +5.8% | +6.0% |
| 6M | +11.7% | +11.4% | +0.4% | +0.9% |
| YTD | +30.2% | +13.1% | +17.2% | +15.7% |
| 1Y | +25.2% | +19.0% | +6.1% | +5.8% |
| 3Y | +122.7% | +73.9% | +48.7% | +29.0% |
| 5Y | +279.9% | +65.4% | +214.5% | +132.2% |
| All | +279.9% | +63.7% | +216.3% | +132.2% |
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