+62.1%
EMR price history and return analytics
+77.9%
-15.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | -1.5% | +0.4% | -2.0% | -2.1% |
| 30D | -5.6% | +1.0% | -6.6% | -6.9% |
| 3M | +7.9% | +2.4% | +5.6% | +4.6% |
| 6M | +6.0% | +12.0% | -6.0% | -8.9% |
| YTD | +16.4% | +15.3% | +1.1% | -3.5% |
| 1Y | +16.6% | +22.6% | -6.0% | -10.7% |
| All | +62.1% | +77.9% | -15.8% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling