+38.8%
EMXF price history and return analytics
+59.8%
-21.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.9% |
| 7D | +0.9% | -0.7% | +1.6% | +1.6% |
| 30D | -5.1% | -1.7% | -3.3% | -3.6% |
| 3M | -4.1% | -2.3% | -1.8% | -2.0% |
| 6M | -4.1% | +1.5% | -5.6% | -4.8% |
| YTD | +16.8% | +12.0% | +4.8% | +7.5% |
| 1Y | +16.6% | +12.9% | +3.7% | +6.6% |
| 3Y | +72.7% | +74.9% | -2.3% | +14.2% |
| 5Y | +38.8% | +59.9% | -21.1% | -3.2% |
| All | +38.8% | +59.8% | -21.0% | -3.2% |
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