+144.0%
EMXC price history and return analytics
+177.9%
-33.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.5% |
| 7D | -0.5% | -1.1% | +0.6% | +0.5% |
| 30D | +3.9% | -1.0% | +4.9% | +4.9% |
| 3M | +2.0% | +3.2% | -1.2% | -0.5% |
| 6M | +24.4% | +12.5% | +11.9% | +12.8% |
| YTD | +39.2% | +14.1% | +25.2% | +24.9% |
| 1Y | +55.5% | +18.9% | +36.5% | +34.4% |
| 3Y | +110.3% | +74.1% | +36.2% | +28.8% |
| 5Y | +82.2% | +66.9% | +15.3% | +15.4% |
| All | +144.0% | +177.9% | -33.9% | +2.7% |
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