+129.2%
EEM vs VOO
+817.1%
-687.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +4.5% | +0.1% | +4.5% | +4.5% |
| 3M | -0.1% | +2.0% | -2.1% | -1.6% |
| 6M | +16.9% | +13.0% | +3.9% | +4.7% |
| YTD | +26.2% | +13.6% | +12.6% | +12.6% |
| 1Y | +40.5% | +20.1% | +20.4% | +18.9% |
| 3Y | +86.2% | +77.6% | +8.6% | +6.7% |
| 5Y | +45.5% | +82.4% | -37.0% | -20.2% |
| 10Y | +128.6% | +316.8% | -188.2% | -51.4% |
| All | +129.2% | +817.1% | -687.8% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling