+29.6%
EBMT vs VOO
+9.9%
+19.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -1.5% |
| 7D | -2.2% | -4.7% | +2.5% | -1.0% |
| 30D | -0.8% | -5.9% | +5.1% | +0.7% |
| 3M | -11.3% | -4.5% | -6.8% | -10.3% |
| 6M | -6.2% | +1.9% | -8.1% | -7.4% |
| YTD | +7.0% | +8.4% | -1.4% | +2.1% |
| 1Y | +29.6% | +9.5% | +20.1% | +23.1% |
| All | +29.6% | +9.9% | +19.7% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling