+57.4%
VEMY price history and return analytics
+88.7%
-31.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +0.2% | +1.0% | -0.8% | -0.1% |
| 30D | -0.2% | -0.2% | +0.1% | -0.1% |
| 3M | +0.7% | +4.5% | -3.8% | -0.9% |
| 6M | +4.1% | +14.1% | -10.0% | -0.9% |
| YTD | +6.3% | +14.8% | -8.5% | +0.9% |
| 1Y | +11.2% | +21.2% | -10.0% | +3.4% |
| 3Y | +49.1% | +76.6% | -27.5% | +18.7% |
| All | +57.4% | +88.7% | -31.3% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling